KFS
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Kelly Financial Services’s iShares Silver Trust SLV Stock Holding History

Kelly Financial 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
-1,737
Closed -$46.2K – 639
2024
Q2 		$46.2K Buy
1,737
+565
+48% +$14.9K 0.02% 234
2024
Q1 		$26.7K Hold
1,172
– – 0.01% 292
2023
Q4 		$25.5K Sell
1,172
-1,120
-49% -$23.8K 0.01% 272
2023
Q3 		$46.6K Sell
2,292
-40
-2% -$864 0.02% 191
2023
Q2 		$48.7K Buy
2,332
+1,111
+91% +$24.7K 0.02% 192
2023
Q1 		$27K Hold
1,221
– – 0.01% 251
2022
Q4 		$26.9K Sell
1,221
-235
-16% -$4.6K 0.01% 235
2022
Q3 		$25.5K Buy
1,456
+235
+19% +$4.17K 0.01% 226
2022
Q2 		$22.8K Hold
1,221
– – 0.01% 241
2022
Q1 		$27.9K Sell
1,221
-45
-4% -$1K 0.01% 245
2021
Q4 		$27.2K Buy
1,266
+49
+4% +$1.06K 0.01% 237
2021
Q3 		$25K Sell
1,217
-27,169
-96% -$611K 0.01% 232
2021
Q2 		$1.17M Buy
28,386
+27,206
+2,306% +$674K 0.05% 108
2021
Q1 		$26.8K Hold
1,180
– – 0.02% 188
2020
Q4 		$29K Hold
1,180
– – 0.02% 164
2020
Q3 		$25.5K Hold
1,180
– – 0.02% 151
2020
Q2 		$20.1K Hold
1,180
– – 0.02% 163
2020
Q1 		$15.4K Sell
1,180
-225
-16% -$3.54K 0.02% 170
2019
Q4 		$23.4K Sell
1,405
-625
-31% -$10.1K 0.02% 140
2019
Q3 		$32.3K Sell
2,030
-70
-3% -$1.11K 0.03% 113
2019
Q2 		$30.1K Hold
2,100
– – 0.03% 119
2019
Q1 		$29.8K Buy
+2,100
New +$30.7K 0.03% 117

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

Kelly Financial Services's SLV Position: Q3 2024 in Review

Kelly Financial Services sold out of iShares Silver Trust (SLV) in Q3 2024, closing a stake of 1,737 shares — an estimated $46.2K sold.

Kelly Financial Services first reported a position in SLV in Q1 2019 and held it in 22 quarters. The position peaked at $1.17M in Q2 2021. 914 funds tracked by Wall St. Rank hold SLV as of Q3 2024.

  • Kelly Financial Services reported no remaining iShares Silver Trust position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 1,737 iShares Silver Trust shares in Q3 2024, an estimated $46.2K.
  • Kelly Financial Services first reported a position in iShares Silver Trust in Q1 2019 and held it in 22 quarters.
  • Kelly Financial Services's iShares Silver Trust position peaked at $1.17M in Q2 2021.
  • 914 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.