Number of Shares
204,249.00
Current Holdings Value*
$6.70 Mil
% of Portfolio
1.8%
Total Estimate Gain
$821,080.98
% of Total Estimate Gain
13.14%

Twelve Points Wealth Management LLC's iShares Silver Trust Holding Summary

As of 2025-06-30, Twelve Points Wealth Management LLC held 204,249.00 shares of iShares Silver Trust(SLV), totaling $6.70 Mil. This investment constitutes 1.8% of their stock portfolio, and Twelve Points Wealth Management LLC now holds 0.04% of the outstanding iShares Silver Trust(SLV) stock.

The initial trade took place in 2025Q2. And since then Twelve Points Wealth Management LLC has made 1 purchases of SLV, at an average price of $30.59, for a total of 204,249.00 shares. Based on historical transaction data and SLV's current price of $34.61, Twelve Points Wealth Management LLC's estimated gain on his SLV holdings is $821,080.98, reflecting a 13.14% gain to date.

Twelve Points Wealth Management LLC SLV ($34.61) Holding Chart

Twelve Points Wealth Management LLC SLV ($34.61) 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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