Sugarloaf Wealth Management’s iShares Silver Trust SLV Stock Holding History

Sugarloaf Wealth Management’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	$65.8K	Hold	2,500	–	–	0.01%	271
2024 Q3	$71K	Hold	2,500	–	–	0.01%	272
2024 Q2	$66.4K	Hold	2,500	–	–	0.01%	265
2024 Q1	$56.9K	Hold	2,500	–	–	0.01%	278
2023 Q4	$54.5K	Hold	2,500	–	–	0.01%	278
2023 Q3	$50.9K	Hold	2,500	–	–	0.01%	287
2023 Q2	$52.2K	Hold	2,500	–	–	0.01%	285
2023 Q1	$55.3K	Hold	2,500	–	–	0.01%	274
2022 Q4	$55K	Sell	2,500 -330	-12%	-$6.46K	0.01%	267
2022 Q3	$50K	Buy	2,830 +330	+13%	+$5.85K	0.01%	287
2022 Q2	$47K	Hold	2,500	–	–	0.01%	295
2022 Q1	$57K	Hold	2,500	–	–	0.01%	267
2021 Q4	$54K	Hold	2,500	–	–	0.01%	282
2021 Q3	$51K	Sell	2,500 -175	-7%	-$3.94K	0.01%	261
2021 Q2	$65K	Hold	2,675	–	–	0.02%	242
2021 Q1	$61	Hold	2,675	–	–	0.02%	245
2020 Q4	$66K	Hold	2,675	–	–	0.02%	222
2020 Q3	$58K	Hold	2,675	–	–	0.02%	218
2020 Q2	$46K	Hold	2,675	–	–	0.02%	250
2020 Q1	$35K	Hold	2,675	–	–	0.02%	260
2019 Q4	$45K	Buy	+2,675	New	+$43.3K	0.02%	263

Other funds holding SLV

Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return

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

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

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

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

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Sugarloaf Wealth Management's SLV Position: Q4 2024 in Review

Sugarloaf Wealth Management held its iShares Silver Trust (SLV) position steady in Q4 2024 at 2,500 shares worth $65.8K. The position accounts for 0.01% of the portfolio, ranked #271.

Sugarloaf Wealth Management first reported a position in SLV in Q4 2019 and has held it in 21 quarters since. The position peaked at $71K in Q3 2024. 935 funds tracked by Wall St. Rank hold SLV as of Q4 2024.

Sugarloaf Wealth Management held 2,500 shares of iShares Silver Trust worth $65.8K as of Q4 2024.
Sugarloaf Wealth Management left its iShares Silver Trust share count unchanged in Q4 2024.
iShares Silver Trust made up 0.01% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #271 holding.
Sugarloaf Wealth Management first reported a position in iShares Silver Trust in Q4 2019 and has held it in 21 quarters since.
Sugarloaf Wealth Management's iShares Silver Trust position peaked at $71K in Q3 2024.
935 funds tracked by Wall St. Rank held iShares Silver Trust as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.