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Investment Advisory Services’s iShares Silver Trust SLV Stock Holding History

Investment Advisory Services’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
2024
Q3 		– Sell
-8,755
Closed -$233K – 119
2024
Q2 		$233K Buy
+8,755
New +$230K 0.09% 109
2022
Q2 		– Sell
-8,971
Closed -$205K – 103
2022
Q1 		$205K Buy
+8,971
New +$199K 0.11% 97

Other funds holding SLV

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QC
Quadrature Capital London, United Kingdom $8.4B AUM 63.34% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Investment Advisory Services's SLV Position: Q3 2024 in Review

Investment Advisory Services sold out of iShares Silver Trust (SLV) in Q3 2024, closing a stake of 8,755 shares — an estimated $233K sold.

Investment Advisory Services first reported a position in SLV in Q1 2022 and held it in 2 quarters. The position peaked at $233K in Q2 2024. 914 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

  • Investment Advisory Services reported no remaining iShares Silver Trust position as of Q3 2024 after selling out during the quarter.
  • Investment Advisory Services sold 8,755 iShares Silver Trust shares in Q3 2024, an estimated $233K.
  • Investment Advisory Services first reported a position in iShares Silver Trust in Q1 2022 and held it in 2 quarters.
  • Investment Advisory Services's iShares Silver Trust position peaked at $233K in Q2 2024.
  • 914 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on Investment Advisory Services's 13F filing for Q3 2024, filed 15 Oct 2024.