Seven Post Investment Office’s iShares Silver Trust SLV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$3.92M Hold
119,501
1.48% 13
2025
Q1
$3.7M Hold
119,501
1.41% 13
2024
Q4
$3.15M Sell
119,501
-119,499
-50% -$3.15M 1.2% 15
2024
Q3
$6.79M Hold
239,000
1.03% 17
2024
Q2
$6.35M Hold
239,000
1.18% 16
2024
Q1
$5.44M Hold
239,000
1.33% 15
2023
Q4
$5.21M Hold
239,000
1.31% 15
2023
Q3
$4.86M Buy
+239,000
New +$4.86M 1.34% 14