Wealthspire Advisors (Maryland)’s iShares Silver Trust SLV Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-4,202	Closed	-$60K	–	1759
2019 Q1	$60K	Hold	4,202	–	–	﹤0.01%	835
2018 Q4	$61K	Hold	4,202	–	–	0.01%	775
2018 Q3	$58K	Hold	4,202	–	–	﹤0.01%	917
2018 Q2	$64K	Hold	4,202	–	–	0.01%	890
2018 Q1	$65K	Hold	4,202	–	–	0.01%	887
2017 Q4	$67K	Hold	4,202	–	–	0.01%	885
2017 Q3	$66K	Hold	4,202	–	–	0.01%	877
2017 Q2	$66K	Hold	4,202	–	–	0.01%	844
2017 Q1	$72K	Sell	4,202 -500	-11%	-$8.28K	0.01%	700
2016 Q4	$71K	Buy	4,702 +1,825	+63%	+$29.7K	0.01%	679
2016 Q3	$52K	Buy	2,877 +1,325	+85%	+$24.7K	0.01%	765
2016 Q2	$28K	Hold	1,552	–	–	﹤0.01%	890
2016 Q1	$23K	Hold	1,552	–	–	﹤0.01%	929
2015 Q4	$20K	Buy	+1,552	New	+$21.9K	﹤0.01%	970

Other funds holding SLV

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 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

DPRC

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

Optiver US Chicago, Illinois $50B AUM 53.51% 1-Year Est. Return

Belvedere Trading Chicago, Illinois $84.4B AUM 52.68% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s SLV Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares Silver Trust (SLV) in Q2 2019, closing a stake of 4,202 shares — an estimated $60K sold.

Wealthspire Advisors (Maryland) first reported a position in SLV in Q4 2015 and held it in 14 quarters. The position peaked at $72K in Q1 2017. 374 funds tracked by Wall St. Rank hold SLV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iShares Silver Trust position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 4,202 iShares Silver Trust shares in Q2 2019, an estimated $60K.
Wealthspire Advisors (Maryland) first reported a position in iShares Silver Trust in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iShares Silver Trust position peaked at $72K in Q1 2017.
374 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.