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Retirement Group’s iShares Silver Trust SLV Stock Holding History

Retirement Group’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
Q1 		$674K Buy
29,607
+260
+0.9% +$5.55K 0.24% 57
2023
Q4 		$639K Sell
29,347
-7,338
-20% -$156K 0.26% 54
2023
Q3 		$746K Buy
36,685
+27,382
+294% +$592K 0.31% 49
2023
Q2 		$194K Hold
9,303
– – 0.08% 99
2023
Q1 		$206K Hold
9,303
– – 0.09% 89
2022
Q4 		$205K Buy
9,303
+748
+9% +$14.7K 0.1% 80
2022
Q3 		$150K Sell
8,555
-1,448
-14% -$25.7K 0.12% 70
2022
Q2 		$186K Buy
10,003
+400
+4% +$8.34K 0.08% 108
2022
Q1 		$220K Buy
9,603
+700
+8% +$15.6K 0.08% 107
2021
Q4 		$192K Buy
8,903
+430
+5% +$9.29K 0.08% 123
2021
Q3 		$174K Hold
8,473
– – 0.08% 127
2021
Q2 		$205K Hold
8,473
– – 0.1% 111
2021
Q1 		$192K Hold
8,473
– – 0.09% 133
2020
Q4 		$208K Sell
8,473
-3,050
-26% -$69.4K 0.1% 122
2020
Q3 		$249K Sell
11,523
-180
-2% -$4.09K 0.14% 114
2020
Q2 		$199K Buy
+11,703
New +$179K 0.12% 110
2019
Q4 		$195K Buy
+11,703
New +$190K 0.13% 114

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
NM
NWI Management New York $1.76B AUM 45.08% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Retirement Group's SLV Position: Q1 2024 in Review

Retirement Group increased its iShares Silver Trust (SLV) stake by 0.89% in Q1 2024, buying an estimated $5.55K and bringing the position to 29,607 shares worth $674K. The position accounts for 0.24% of the portfolio, ranked #57.

Retirement Group first reported a position in SLV in Q4 2019 and has held it in 17 quarters since. The position peaked at $746K in Q3 2023. 788 funds tracked by Wall St. Rank hold SLV as of Q1 2024.

  • Retirement Group held 29,607 shares of iShares Silver Trust worth $674K as of Q1 2024.
  • Retirement Group bought 260 iShares Silver Trust shares in Q1 2024, an estimated $5.55K.
  • iShares Silver Trust made up 0.24% of Retirement Group's portfolio in Q1 2024, its #57 holding.
  • Retirement Group first reported a position in iShares Silver Trust in Q4 2019 and has held it in 17 quarters since.
  • Retirement Group's iShares Silver Trust position peaked at $746K in Q3 2023.
  • 788 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.