Novak Financial Planning’s iShares Silver Trust SLV Stock Holding History

Novak Financial Planning’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	$245K	Sell	10,132 -152	-1%	-$3.76K	0.12%	111
2021 Q1	$233K	Buy	10,284 +1,000	+11%	+$24.3K	0.13%	108
2020 Q4	$228K	Buy	+9,284	New	+$211K	0.13%	105

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

Novak Financial Planning's SLV Position: Q2 2021 in Review

Novak Financial Planning reduced its iShares Silver Trust (SLV) stake by 1.5% in Q2 2021, selling an estimated $3.76K and leaving 10,132 shares worth $245K. The position accounts for 0.12% of the portfolio, ranked #111.

Novak Financial Planning first reported a position in SLV in Q4 2020 and has held it in 3 quarters since. 742 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

Novak Financial Planning held 10,132 shares of iShares Silver Trust worth $245K as of Q2 2021.
Novak Financial Planning sold 152 iShares Silver Trust shares in Q2 2021, an estimated $3.76K.
iShares Silver Trust made up 0.12% of Novak Financial Planning's portfolio in Q2 2021, its #111 holding.
Novak Financial Planning first reported a position in iShares Silver Trust in Q4 2020 and has held it in 3 quarters since.
742 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on Novak Financial Planning's 13F filing for Q2 2021, filed 21 Jul 2021.