Mariner Independent Advisor Network’s iShares Silver Trust SLV Stock Holding History

Mariner Independent Advisor Network’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
2022 Q3	$749K	Sell	42,773 -29,821	-41%	-$529K	0.03%	422
2022 Q2	$1.35M	Buy	72,594 +1,063	+1%	+$22.2K	0.06%	312
2022 Q1	$1.64M	Buy	71,531 +1,880	+3%	+$41.8K	0.06%	291
2021 Q4	$1.49M	Buy	69,651 +7,143	+11%	+$154K	0.07%	275
2021 Q3	$1.32M	Buy	62,508 +64	+0.1%	+$1.44K	0.06%	291
2021 Q2	$1.51M	Sell	62,444 -2,793	-4%	-$69.2K	0.07%	288
2021 Q1	$1.48M	Sell	65,237 -108	-0.2%	-$2.63K	0.08%	255
2020 Q4	$1.61M	Buy	65,345 +28,656	+78%	+$652K	0.09%	235
2020 Q3	$794K	Buy	+36,689	New	+$834K	0.07%	233
2020 Q1	–	Sell	-88,835	Closed	-$1.48M	–	398
2019 Q4	$1.48M	Buy	88,835 +75,737	+578%	+$1.23M	0.11%	210
2019 Q3	$211K	Buy	+13,098	New	+$208K	0.02%	367
2018 Q2	–	Sell	-19,222	Closed	-$296K	–	289
2018 Q1	$296K	Sell	19,222 -2,034	-10%	-$32.1K	0.02%	315
2017 Q4	$340K	Buy	+21,256	New	+$336K	0.04%	266
2015 Q1	–	Sell	-11,194	Closed	-$169K	–	154
2014 Q4	$169K	Sell	11,194 -4,013	-26%	-$63.5K	0.08%	161
2014 Q3	$249K	Buy	+15,207	New	+$288K	0.13%	108

Other funds holding SLV

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

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

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

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

DPRC

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Mariner Independent Advisor Network's SLV Position: Q3 2022 in Review

Mariner Independent Advisor Network reduced its iShares Silver Trust (SLV) stake by 41% in Q3 2022, selling an estimated $529K and leaving 42,773 shares worth $749K. The position accounts for 0.03% of the portfolio, ranked #422.

Mariner Independent Advisor Network first reported a position in SLV in Q3 2014 and has held it in 15 quarters since. The position peaked at $1.64M in Q1 2022. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2022.

Mariner Independent Advisor Network held 42,773 shares of iShares Silver Trust worth $749K as of Q3 2022.
Mariner Independent Advisor Network sold 29,821 iShares Silver Trust shares in Q3 2022, an estimated $529K.
iShares Silver Trust made up 0.03% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #422 holding.
Mariner Independent Advisor Network first reported a position in iShares Silver Trust in Q3 2014 and has held it in 15 quarters since.
Mariner Independent Advisor Network's iShares Silver Trust position peaked at $1.64M in Q1 2022.
666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.