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Rise Advisors’s iShares Silver Trust SLV Stock Holding History

Rise 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 		– Sell
-100
Closed -$2.84K – 1203
2024
Q3 		$2.84K Buy
100
+50
+100% +$1.34K ﹤0.01% 1108
2024
Q2 		$1.33K Sell
50
-150
-75% -$3.94K ﹤0.01% 1141
2024
Q1 		$4.55K Hold
200
– – ﹤0.01% 1094
2023
Q4 		$4.36K Hold
200
– – ﹤0.01% 391
2023
Q3 		$4.07K Hold
200
– – ﹤0.01% 395
2023
Q2 		$4.18K Buy
200
+100
+100% +$2.22K ﹤0.01% 437
2023
Q1 		$2.21K Buy
+100
New +$2.07K ﹤0.01% 558

Other funds holding SLV

Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CTC (Chicago Trading Company)
CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Rise Advisors's SLV Position: Q4 2024 in Review

Rise Advisors sold out of iShares Silver Trust (SLV) in Q4 2024, closing a stake of 100 shares — an estimated $2.84K sold.

Rise Advisors first reported a position in SLV in Q1 2023 and held it in 7 quarters. The position peaked at $4.55K in Q1 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

  • Rise Advisors reported no remaining iShares Silver Trust position as of Q4 2024 after selling out during the quarter.
  • Rise Advisors sold 100 iShares Silver Trust shares in Q4 2024, an estimated $2.84K.
  • Rise Advisors first reported a position in iShares Silver Trust in Q1 2023 and held it in 7 quarters.
  • Rise Advisors's iShares Silver Trust position peaked at $4.55K in Q1 2024.
  • 935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Rise Advisors's 13F filing for Q4 2024, filed 7 Jan 2025.