Moisand Fitzgerald Tamayo’s iShares Silver Trust SLV Stock Holding History

Moisand Fitzgerald Tamayo’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 Q4	–	Sell	-1,409	Closed	-$40K	–	635
2024 Q3	$40K	Buy	+1,409	New	+$37.9K	0.01%	212
2023 Q4	–	Sell	-500	Closed	-$10.2K	–	805
2023 Q3	$10.2K	Buy	+500	New	+$10.8K	﹤0.01%	334
2022 Q1	–	Sell	-7	Closed	–	–	644
2021 Q4	$0	Buy	+7	New	+$151	﹤0.01%	412

Other funds holding SLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Moisand Fitzgerald Tamayo's SLV Position: Q4 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 1,409 shares — an estimated $40K sold.

Moisand Fitzgerald Tamayo first reported a position in SLV in Q4 2021 and held it in 3 quarters. The position peaked at $40K in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

Moisand Fitzgerald Tamayo reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 1,409 iShares Silver Trust shares in Q4 2024, an estimated $40K.
Moisand Fitzgerald Tamayo first reported a position in iShares Silver Trust in Q4 2021 and held it in 3 quarters.
Moisand Fitzgerald Tamayo's iShares Silver Trust position peaked at $40K in Q3 2024.
935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2024, filed 4 Feb 2025.