Institutional & Family Asset Management’s iShares Silver Trust SLV Stock Holding History

Institutional & Family Asset Management’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-100	Closed	-$2K	–	912
2021 Q3	$2K	Sell	100 -519	-84%	-$11.7K	﹤0.01%	794
2021 Q2	$15K	Buy	+619	New	+$15.3K	﹤0.01%	526
2021 Q1	–	Sell	-100	Closed	-$2K	–	991
2020 Q4	$2K	Hold	100	–	–	﹤0.01%	794
2020 Q3	$2K	Sell	100 -200	-67%	-$4.55K	﹤0.01%	730
2020 Q2	$5K	Hold	300	–	–	﹤0.01%	583
2020 Q1	$4K	Buy	300 +200	+200%	+$3.14K	﹤0.01%	571
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	761
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	727
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	818
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	810
2018 Q4	$1K	Sell	100 -267	-73%	-$3.65K	﹤0.01%	787
2018 Q3	$5K	Hold	367	–	–	﹤0.01%	623
2018 Q2	$6K	Hold	367	–	–	﹤0.01%	594
2018 Q1	$6K	Buy	+367	New	+$5.79K	﹤0.01%	579

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Institutional & Family Asset Management's SLV Position: Q4 2021 in Review

Institutional & Family Asset Management sold out of iShares Silver Trust (SLV) in Q4 2021, closing a stake of 100 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in SLV in Q1 2018 and held it in 14 quarters. The position peaked at $15K in Q2 2021. 718 funds tracked by Wall St. Rank hold SLV as of Q4 2021.

Institutional & Family Asset Management reported no remaining iShares Silver Trust position as of Q4 2021 after selling out during the quarter.
Institutional & Family Asset Management sold 100 iShares Silver Trust shares in Q4 2021, an estimated $2K.
Institutional & Family Asset Management first reported a position in iShares Silver Trust in Q1 2018 and held it in 14 quarters.
Institutional & Family Asset Management's iShares Silver Trust position peaked at $15K in Q2 2021.
718 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2021.

Based on Institutional & Family Asset Management's 13F filing for Q4 2021, filed 14 Feb 2022.