RE Dickinson Investment Advisors’s iShares Silver Trust SLV Stock Holding History

RE Dickinson Investment 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
2024 Q4	$106K	Buy	4,006 +696	+21%	+$19.9K	0.06%	63
2024 Q3	$94K	Hold	3,310	–	–	0.05%	67
2024 Q2	$87.9K	Hold	3,310	–	–	0.05%	69
2024 Q1	$75K	Hold	3,310	–	–	0.05%	65
2023 Q4	$72K	Sell	3,310 -431	-12%	-$9.17K	0.05%	68
2023 Q3	$76K	Hold	3,741	–	–	0.05%	65
2023 Q2	$78K	Buy	3,741 +431	+13%	+$9.58K	0.03%	129
2023 Q1	$73K	Sell	3,310 -659	-17%	-$13.7K	0.02%	141
2022 Q4	$87K	Hold	3,969	–	–	0.04%	119
2022 Q3	$69K	Buy	3,969 +659	+20%	+$11.7K	0.06%	62
2022 Q2	$62K	Hold	3,310	–	–	0.01%	70
2022 Q1	$76K	Hold	3,310	–	–	0.05%	73
2021 Q4	$71K	Buy	+3,310	New	+$71.5K	0.05%	70

Other funds holding SLV

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

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

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

National Bank of Canada Montreal, Quebec, Canada $140B AUM 46.34% 1-Year Est. Return

RE Dickinson Investment Advisors's SLV Position: Q4 2024 in Review

RE Dickinson Investment Advisors increased its iShares Silver Trust (SLV) stake by 21% in Q4 2024, buying an estimated $19.9K and bringing the position to 4,006 shares worth $106K. The position accounts for 0.06% of the portfolio, ranked #63.

RE Dickinson Investment Advisors first reported a position in SLV in Q4 2021 and has held it in 13 quarters since. 936 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

RE Dickinson Investment Advisors held 4,006 shares of iShares Silver Trust worth $106K as of Q4 2024.
RE Dickinson Investment Advisors bought 696 iShares Silver Trust shares in Q4 2024, an estimated $19.9K.
iShares Silver Trust made up 0.06% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #63 holding.
RE Dickinson Investment Advisors first reported a position in iShares Silver Trust in Q4 2021 and has held it in 13 quarters since.
936 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.