Mount Yale Investment Advisors’s iShares Silver Trust SLV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.69M | Buy |
81,853
+1,067
| +1% | +$35K | 0.21% | 96 |
|
|
2025
Q1 | $2.5M | Buy |
80,786
+37,554
| +87% | +$1.16M | 0.21% | 101 |
|
|
2024
Q4 | $1.14M | Buy |
43,232
+6,066
| +16% | +$160K | 0.09% | 181 |
|
|
2024
Q3 | $1.06M | Hold |
37,166
| – | – | 0.1% | 187 |
|
|
2024
Q2 | $988K | Buy |
37,166
+1,550
| +4% | +$41.2K | 0.08% | 208 |
|
|
2024
Q1 | $810K | Sell |
35,616
-706
| -2% | -$16.1K | 0.06% | 263 |
|
|
2023
Q4 | $791K | Buy |
36,322
+308
| +0.9% | +$6.71K | 0.08% | 239 |
|
|
2023
Q3 | $733K | Sell |
36,014
-766
| -2% | -$15.6K | 0.08% | 239 |
|
|
2023
Q2 | $768K | Sell |
36,780
-572
| -2% | -$11.9K | 0.08% | 243 |
|
|
2023
Q1 | $826K | Sell |
37,352
-32
| -0.1% | -$708 | 0.09% | 227 |
|
|
2022
Q4 | $823K | Hold |
37,384
| – | – | 0.09% | 219 |
|
|
2022
Q3 | $654K | Sell |
37,384
-89
| -0.2% | -$1.56K | 0.09% | 234 |
|
|
2022
Q2 | $698K | Buy |
37,473
+12,137
| +48% | +$226K | 0.09% | 231 |
|
|
2022
Q1 | $580K | Hold |
25,336
| – | – | 0.06% | 282 |
|
|
2021
Q4 | $545K | Buy |
25,336
+1,377
| +6% | +$29.6K | 0.06% | 281 |
|
|
2021
Q3 | $492K | Buy |
23,959
+13,799
| +136% | +$283K | 0.06% | 284 |
|
|
2021
Q2 | $246K | Sell |
10,160
-13,056
| -56% | -$316K | 0.03% | 369 |
|
|
2021
Q1 | $527K | Buy |
23,216
+12,490
| +116% | +$284K | 0.07% | 259 |
|
|
2020
Q4 | $264K | Hold |
10,726
| – | – | 0.04% | 321 |
|
|
2020
Q3 | $232K | Sell |
10,726
-28,874
| -73% | -$625K | 0.03% | 304 |
|
|
2020
Q2 | $674K | Buy |
+39,600
| New | +$674K | 0.12% | 178 |
|