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Patriot Financial Group Insurance Agency’s iShares Silver Trust SLV Stock Holding History

Patriot Financial Group Insurance Agency’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
2025
Q1 		– Sell
-9,710
Closed -$256K – 528
2024
Q4 		$256K Buy
9,710
+331
+4% +$9.46K 0.03% 402
2024
Q3 		$266K Buy
9,379
+212
+2% +$5.7K 0.04% 410
2024
Q2 		$244K Sell
9,167
-13,632
-60% -$359K 0.04% 415
2024
Q1 		$519K Buy
+22,799
New +$487K 0.08% 268
2022
Q3 		– Sell
-2,953
Closed -$55K – 1714
2022
Q2 		$55K Sell
2,953
-10,545
-78% -$220K 0.01% 703
2022
Q1 		$309K Buy
13,498
+8,442
+167% +$188K 0.06% 321
2021
Q4 		$109K Sell
5,056
-499
-9% -$10.8K 0.02% 633
2021
Q3 		$114K Buy
5,555
+205
+4% +$4.61K 0.02% 607
2021
Q2 		$130K Buy
5,350
+794
+17% +$19.7K 0.02% 546
2021
Q1 		$103K Buy
4,556
+1,556
+52% +$37.9K 0.02% 547
2020
Q4 		$74K Buy
3,000
+2,990
+29,900% +$68K 0.02% 575
2020
Q3 		$0 Sell
10
-90
-90% -$2.05K ﹤0.01% 1831
2020
Q2 		$2K Sell
100
-50
-33% -$764 ﹤0.01% 1422
2020
Q1 		$2K Sell
150
-1,500
-91% -$23.6K ﹤0.01% 1338
2019
Q4 		$28K Hold
1,650
– – 0.01% 606
2019
Q3 		$26K Hold
1,650
– – 0.01% 582
2019
Q2 		$24K Hold
1,650
– – 0.01% 593
2019
Q1 		$23K Hold
1,650
– – 0.01% 520
2018
Q4 		$24K Hold
1,650
– – 0.02% 439
2018
Q3 		$23K Buy
1,650
+1,300
+371% +$18.3K 0.01% 461
2018
Q2 		$5K Sell
350
-1,950
-85% -$30.4K 0.01% 486
2018
Q1 		$36K Buy
2,300
+300
+15% +$4.74K 0.03% 369
2017
Q4 		$32K Sell
2,000
-525
-21% -$8.29K 0.02% 373
2017
Q3 		$40K Sell
2,525
-300
-11% -$4.78K 0.04% 289
2017
Q2 		$42K Buy
2,825
+300
+12% +$4.88K 0.04% 263
2017
Q1 		$44K Sell
2,525
-775
-23% -$12.8K 0.05% 240
2016
Q4 		$53K Buy
+3,300
New +$53.6K 0.07% 209

Other funds holding SLV

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
MIH
Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Patriot Financial Group Insurance Agency's SLV Position: Q1 2025 in Review

Patriot Financial Group Insurance Agency sold out of iShares Silver Trust (SLV) in Q1 2025, closing a stake of 9,710 shares — an estimated $256K sold.

Patriot Financial Group Insurance Agency first reported a position in SLV in Q4 2016 and held it in 27 quarters. The position peaked at $519K in Q1 2024. 1,009 funds tracked by Wall St. Rank hold SLV as of Q1 2025.

  • Patriot Financial Group Insurance Agency reported no remaining iShares Silver Trust position as of Q1 2025 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 9,710 iShares Silver Trust shares in Q1 2025, an estimated $256K.
  • Patriot Financial Group Insurance Agency first reported a position in iShares Silver Trust in Q4 2016 and held it in 27 quarters.
  • Patriot Financial Group Insurance Agency's iShares Silver Trust position peaked at $519K in Q1 2024.
  • 1,009 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2025.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2025, filed 14 Apr 2025.