Wealthcare Capital Management’s iShares Silver Trust SLV Stock Holding History

Wealthcare Capital 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
2021 Q2	–	Sell	-100	Closed	-$2K	–	569
2021 Q1	$2K	Buy	+100	New	+$2.44K	﹤0.01%	599
2020 Q2	–	Sell	-100	Closed	-$1K	–	214
2020 Q1	$1K	Hold	100	–	–	﹤0.01%	240
2019 Q4	$2K	Hold	100	–	–	﹤0.01%	548
2019 Q3	$2K	Hold	100	–	–	﹤0.01%	177
2019 Q2	$1K	Hold	100	–	–	﹤0.01%	177
2019 Q1	$1K	Hold	100	–	–	﹤0.01%	184
2018 Q4	$1K	Hold	100	–	–	﹤0.01%	181
2018 Q3	$1K	Hold	100	–	–	﹤0.01%	185
2018 Q2	$2K	Hold	100	–	–	﹤0.01%	176
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	181
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	203
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	167
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	160
2017 Q1	$2K	Buy	+100	New	+$1.66K	﹤0.01%	163

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

Baymount Management Miami, Florida $96.1M AUM

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

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

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

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

DPRC

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

Wealthcare Capital Management's SLV Position: Q2 2021 in Review

Wealthcare Capital Management sold out of iShares Silver Trust (SLV) in Q2 2021, closing a stake of 100 shares — an estimated $2K sold.

Wealthcare Capital Management first reported a position in SLV in Q1 2017 and held it in 14 quarters. The position peaked at $2K in Q1 2021. 742 funds tracked by Wall St. Rank hold SLV as of Q2 2021.

Wealthcare Capital Management reported no remaining iShares Silver Trust position as of Q2 2021 after selling out during the quarter.
Wealthcare Capital Management sold 100 iShares Silver Trust shares in Q2 2021, an estimated $2K.
Wealthcare Capital Management first reported a position in iShares Silver Trust in Q1 2017 and held it in 14 quarters.
Wealthcare Capital Management's iShares Silver Trust position peaked at $2K in Q1 2021.
742 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2021.

Based on Wealthcare Capital Management's 13F filing for Q2 2021, filed 16 Aug 2021.