Raffa Wealth Management’s iShares Silver Trust SLV Stock Holding History

Raffa Wealth Management’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 Q1	–	Sell	-190	Closed	-$4.67K	–	1111
2020 Q4	$4.67K	Buy	+190	New	+$4.32K	﹤0.01%	372
2020 Q3	–	Sell	-243	Closed	-$4.13K	–	904
2020 Q2	$4.13K	Buy	+243	New	+$3.71K	﹤0.01%	349

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $24.6M AUM 3.66% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $17.9B AUM 27.57% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Raffa Wealth Management's SLV Position: Q1 2021 in Review

Raffa Wealth Management sold out of iShares Silver Trust (SLV) in Q1 2021, closing a stake of 190 shares — an estimated $4.67K sold.

Raffa Wealth Management first reported a position in SLV in Q2 2020 and held it in 2 quarters. The position peaked at $4.67K in Q4 2020. 715 funds tracked by Wall St. Rank hold SLV as of Q1 2021.

Raffa Wealth Management reported no remaining iShares Silver Trust position as of Q1 2021 after selling out during the quarter.
Raffa Wealth Management sold 190 iShares Silver Trust shares in Q1 2021, an estimated $4.67K.
Raffa Wealth Management first reported a position in iShares Silver Trust in Q2 2020 and held it in 2 quarters.
Raffa Wealth Management's iShares Silver Trust position peaked at $4.67K in Q4 2020.
715 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2021.

Based on Raffa Wealth Management's 13F filing for Q1 2021, filed 27 Jul 2026.