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
2024 Q2	–	Sell	-1,000	Closed	-$22.8K	–	512
2024 Q1	$22.8K	Buy	+1,000	New	+$21.4K	﹤0.01%	475

Other funds holding SLV

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 $445B AUM 25.58% 1-Year Est. Return

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

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

MIH

Meitav Investment House Bene-Beraq, Israel $14.9B AUM 46.8% 1-Year Est. Return

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.