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MBL Wealth’s iShares Silver Trust SLV Stock Holding History

MBL 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
2024
Q1 		– Sell
-77,319
Closed -$1.68M – 208
2023
Q4 		$1.68M Buy
77,319
+3,817
+5% +$81.3K 0.21% 57
2023
Q3 		$1.5M Buy
73,502
+3,216
+5% +$69.5K 0.21% 54
2023
Q2 		$1.47M Buy
+70,286
New +$1.56M 0.21% 55
2022
Q3 		– Sell
-98,179
Closed -$1.83M – 173
2022
Q2 		$1.83M Sell
98,179
-3,465
-3% -$72.3K 0.46% 48
2022
Q1 		$2.33M Buy
+101,644
New +$2.26M 0.57% 38
2021
Q3 		$422K Buy
+20,560
New +$462K 0.15% 65
2021
Q1 		$2.01M Sell
88,687
-1,258
-1% -$30.6K 0.7% 35
2020
Q4 		$2.21M Buy
+89,945
New +$2.05M 0.88% 27

Other funds holding SLV

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
NM
NWI Management New York $2.16B AUM 62.95% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MBL Wealth's SLV Position: Q1 2024 in Review

MBL Wealth sold out of iShares Silver Trust (SLV) in Q1 2024, closing a stake of 77,319 shares — an estimated $1.68M sold.

MBL Wealth first reported a position in SLV in Q4 2020 and held it in 8 quarters. The position peaked at $2.33M in Q1 2022. 789 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

  • MBL Wealth reported no remaining iShares Silver Trust position as of Q1 2024 after selling out during the quarter.
  • MBL Wealth sold 77,319 iShares Silver Trust shares in Q1 2024, an estimated $1.68M.
  • MBL Wealth first reported a position in iShares Silver Trust in Q4 2020 and held it in 8 quarters.
  • MBL Wealth's iShares Silver Trust position peaked at $2.33M in Q1 2022.
  • 789 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on MBL Wealth's 13F filing for Q1 2024, filed 22 Apr 2024.