LOPW
SLV icon

Live Oak Private Wealth’s iShares Silver Trust SLV Stock Holding History

Live Oak Private Wealth’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
Q2 		– Sell
-8,500
Closed -$193K – 165
2021
Q1 		$193K Buy
+8,500
New +$207K 0.05% 150

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
BM
Baymount Management Miami, Florida $96.1M AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

Live Oak Private Wealth's SLV Position: Q2 2021 in Review

Live Oak Private Wealth sold out of iShares Silver Trust (SLV) in Q2 2021, closing a stake of 8,500 shares — an estimated $193K sold.

Live Oak Private Wealth first reported a position in SLV in Q1 2021 and held it in 1 quarter. The position peaked at $193K in Q1 2021. 742 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

  • Live Oak Private Wealth reported no remaining iShares Silver Trust position as of Q2 2021 after selling out during the quarter.
  • Live Oak Private Wealth sold 8,500 iShares Silver Trust shares in Q2 2021, an estimated $193K.
  • Live Oak Private Wealth first reported a position in iShares Silver Trust in Q1 2021 and held it in 1 quarter.
  • Live Oak Private Wealth's iShares Silver Trust position peaked at $193K in Q1 2021.
  • 742 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on Live Oak Private Wealth's 13F filing for Q2 2021, filed 2 Aug 2021.