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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
2020
Q4 		– Sell
-6,000
Closed -$17K – 923
2020
Q3 		$17K Buy
+6,000
New +$136K ﹤0.01% 419

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
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
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
BNP Paribas Financial Markets
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.