Sterling Investment Advisors (Pennsylvania)’s iShares Silver Trust SLV Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
2022 Q3	–	Sell	-150	Closed	-$3K	–	441
2022 Q2	$3K	Buy	150 +100	+200%	+$2.08K	﹤0.01%	487
2022 Q1	$1K	Hold	50	–	–	﹤0.01%	566
2021 Q4	$1K	Hold	50	–	–	﹤0.01%	551
2021 Q3	$1K	Hold	50	–	–	﹤0.01%	554
2021 Q2	$1K	Hold	50	–	–	﹤0.01%	520
2021 Q1	$1K	Buy	+50	New	+$1.22K	﹤0.01%	496
2020 Q2	–	Sell	-2,500	Closed	-$32K	–	440
2020 Q1	$32K	Buy	+2,500	New	+$39.3K	0.02%	226

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

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

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Sterling Investment Advisors (Pennsylvania)'s SLV Position: Q3 2022 in Review

Sterling Investment Advisors (Pennsylvania) sold out of iShares Silver Trust (SLV) in Q3 2022, closing a stake of 150 shares — an estimated $3K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in SLV in Q1 2020 and held it in 7 quarters. The position peaked at $32K in Q1 2020. 666 funds tracked by Wall St. Rank hold SLV as of Q3 2022.

Sterling Investment Advisors (Pennsylvania) reported no remaining iShares Silver Trust position as of Q3 2022 after selling out during the quarter.
Sterling Investment Advisors (Pennsylvania) sold 150 iShares Silver Trust shares in Q3 2022, an estimated $3K.
Sterling Investment Advisors (Pennsylvania) first reported a position in iShares Silver Trust in Q1 2020 and held it in 7 quarters.
Sterling Investment Advisors (Pennsylvania)'s iShares Silver Trust position peaked at $32K in Q1 2020.
666 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2022.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q3 2022, filed 3 Nov 2022.