Number of Shares
202,837.00
Current Holdings Value*
$6.66 Mil
% of Portfolio
3.81%
Total Estimate Gain
$1.01 Mil
% of Total Estimate Gain
9.81%

Lake Hills Wealth Management, LLC's iShares Silver Trust Holding Summary

As of 2025-06-30, Lake Hills Wealth Management, LLC held 202,837.00 shares of iShares Silver Trust(SLV), totaling $6.66 Mil. This investment constitutes 3.81% of their stock portfolio, and Lake Hills Wealth Management, LLC now holds 0.04% of the outstanding iShares Silver Trust(SLV) stock.

The initial trade took place in 2022Q4. And since then Lake Hills Wealth Management, LLC has made 3 purchases of SLV, at an average price of $26.20, for a total of 393,387.00 shares. In addition, there have been 2 sales at an average price of $21.37 for 190,550.00 shares. Based on historical transaction data and SLV's current price of $35.72, Lake Hills Wealth Management, LLC's estimated gain on his SLV holdings is $1.01 Mil, reflecting a 9.81% gain to date.

Lake Hills Wealth Management, LLC SLV ($35.72) Holding Chart

Lake Hills Wealth Management, LLC SLV ($35.72) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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