Milestone Wealth’s iShares Silver Trust SLV Stock Holding History

Milestone 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
2022 Q3	$753K	Buy	43,048 +20,000	+87%	+$354K	0.84%	19
2022 Q2	$430K	Sell	23,048 -1,287	-5%	-$26.8K	0.45%	29
2022 Q1	$523K	Hold	24,335	–	–	0.43%	27
2021 Q4	$523K	Buy	+24,335	New	+$526K	0.42%	27

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Milestone Wealth's SLV Position: Q3 2022 in Review

Milestone Wealth increased its iShares Silver Trust (SLV) stake by 87% in Q3 2022, buying an estimated $354K and bringing the position to 43,048 shares worth $753K. The position accounts for 0.84% of the portfolio, ranked #19.

Milestone Wealth first reported a position in SLV in Q4 2021 and has held it in 4 quarters since. 664 funds tracked by Wall St. Rank hold SLV as of Q3 2022.

Milestone Wealth held 43,048 shares of iShares Silver Trust worth $753K as of Q3 2022.
Milestone Wealth bought 20,000 iShares Silver Trust shares in Q3 2022, an estimated $354K.
iShares Silver Trust made up 0.84% of Milestone Wealth's portfolio in Q3 2022, its #19 holding.
Milestone Wealth first reported a position in iShares Silver Trust in Q4 2021 and has held it in 4 quarters since.
664 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2022.

Based on Milestone Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.