SkyOak Wealth’s iShares Silver Trust SLV Stock Holding History

SkyOak Wealth’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
2020 Q2	–	Sell	-27,552	Closed	-$360K	–	258
2020 Q1	$360K	Buy	+27,552	New	+$433K	0.18%	137

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

DPRC

Deer Park Road Corp Steamboat Springs, Colorado $591M AUM 27.7% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

SkyOak Wealth's SLV Position: Q2 2020 in Review

SkyOak Wealth sold out of iShares Silver Trust (SLV) in Q2 2020, closing a stake of 27,552 shares — an estimated $360K sold.

SkyOak Wealth first reported a position in SLV in Q1 2020 and held it in 1 quarter. The position peaked at $360K in Q1 2020. 489 funds tracked by Wall St. Rank hold SLV as of Q2 2020.

SkyOak Wealth reported no remaining iShares Silver Trust position as of Q2 2020 after selling out during the quarter.
SkyOak Wealth sold 27,552 iShares Silver Trust shares in Q2 2020, an estimated $360K.
SkyOak Wealth first reported a position in iShares Silver Trust in Q1 2020 and held it in 1 quarter.
SkyOak Wealth's iShares Silver Trust position peaked at $360K in Q1 2020.
489 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2020.

Based on SkyOak Wealth's 13F filing for Q2 2020, filed 10 Aug 2020.