Meridian Wealth Partners’s iShares Silver Trust SLV Stock Holding History

Meridian Wealth Partners’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	-2,000	Closed	-$45K	–	1070
2021 Q1	$45K	Hold	2,000	–	–	0.01%	170
2020 Q4	$49K	Hold	2,000	–	–	0.02%	144
2020 Q3	$43K	Hold	2,000	–	–	0.02%	139
2020 Q2	$34K	Hold	2,000	–	–	0.02%	153
2020 Q1	$26K	Hold	2,000	–	–	0.02%	157
2019 Q4	$33K	Buy	+2,000	New	+$32.4K	0.02%	154

Other funds holding SLV

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

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

Baymount Management Miami, Florida $96.1M AUM

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Meridian Wealth Partners's SLV Position: Q2 2021 in Review

Meridian Wealth Partners sold out of iShares Silver Trust (SLV) in Q2 2021, closing a stake of 2,000 shares — an estimated $45K sold.

Meridian Wealth Partners first reported a position in SLV in Q4 2019 and held it in 6 quarters. The position peaked at $49K in Q4 2020. 742 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

Meridian Wealth Partners reported no remaining iShares Silver Trust position as of Q2 2021 after selling out during the quarter.
Meridian Wealth Partners sold 2,000 iShares Silver Trust shares in Q2 2021, an estimated $45K.
Meridian Wealth Partners first reported a position in iShares Silver Trust in Q4 2019 and held it in 6 quarters.
Meridian Wealth Partners's iShares Silver Trust position peaked at $49K in Q4 2020.
742 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on Meridian Wealth Partners's 13F filing for Q2 2021, filed 12 Aug 2021.