PCA
SLV icon

Personal Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Personal Capital Advisors’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
2022
Q4 		$356K Buy
16,163
+160
+1% +$3.13K ﹤0.01% 351
2022
Q3 		$280K Buy
16,003
+4,300
+37% +$76.2K ﹤0.01% 370
2022
Q2 		$218K Buy
11,703
+1,209
+12% +$25.2K ﹤0.01% 416
2022
Q1 		$240K Sell
10,494
-517
-5% -$11.5K ﹤0.01% 442
2021
Q4 		$237K Buy
+11,011
New +$238K ﹤0.01% 494
2021
Q3 		– Sell
-8,718
Closed -$211K – 510
2021
Q2 		$211K Sell
8,718
-1,520
-15% -$37.6K ﹤0.01% 465
2021
Q1 		$232K Buy
10,238
+1,015
+11% +$24.7K ﹤0.01% 438
2020
Q4 		$227K Buy
+9,223
New +$210K ﹤0.01% 428

Other funds holding SLV

AWA
Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DPRC
Deer Park Road Corp Steamboat Springs, Colorado $22.2M AUM 27.7% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return