Tiedemann Advisors’s iShares Silver Trust SLV Stock Holding History

Tiedemann 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
2023 Q3	$391K	Buy	19,247 +4,300	+29%	+$92.9K	0.02%	189
2023 Q2	$312K	Sell	14,947 -4,233	-22%	-$94.1K	0.01%	201
2023 Q1	$424K	Buy	19,180 +9,128	+91%	+$189K	0.02%	166
2022 Q4	$221K	Buy	+10,052	New	+$197K	0.01%	218
2017 Q2	–	Sell	-12,528	Closed	-$216K	–	452
2017 Q1	$216K	Buy	+12,528	New	+$207K	0.02%	361

Other funds holding SLV

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

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

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

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

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

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

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

Tiedemann Advisors's SLV Position: Q3 2023 in Review

Tiedemann Advisors increased its iShares Silver Trust (SLV) stake by 29% in Q3 2023, buying an estimated $92.9K and bringing the position to 19,247 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #189.

Tiedemann Advisors first reported a position in SLV in Q1 2017 and has held it in 5 quarters since. The position peaked at $424K in Q1 2023. 740 funds tracked by Wall St. Rank hold SLV as of Q3 2023.

Tiedemann Advisors held 19,247 shares of iShares Silver Trust worth $391K as of Q3 2023.
Tiedemann Advisors bought 4,300 iShares Silver Trust shares in Q3 2023, an estimated $92.9K.
iShares Silver Trust made up 0.02% of Tiedemann Advisors's portfolio in Q3 2023, its #189 holding.
Tiedemann Advisors first reported a position in iShares Silver Trust in Q1 2017 and has held it in 5 quarters since.
Tiedemann Advisors's iShares Silver Trust position peaked at $424K in Q1 2023.
740 funds tracked by Wall St. Rank held iShares Silver Trust as of Q3 2023.

Based on Tiedemann Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.