Lake Hills Wealth Management’s iShares Silver Trust SLV Stock Holding History

Lake Hills Wealth 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
2026 Q2	$2.8M	Buy	52,376 +8,411	+19%	+$558K	1.27%	23
2026 Q1	$3M	Sell	43,965 -47,999	-52%	-$3.65M	1.68%	19
2025 Q4	$5.92M	Sell	91,964 -19,987	-18%	-$1M	3.09%	13
2025 Q3	$4.74M	Sell	111,951 -90,886	-45%	-$3.26M	2.53%	10
2025 Q2	$6.66M	Buy	+202,837	New	+$6.2M	3.81%	8
2023 Q3	–	Sell	-139,435	Closed	-$2.91M	–	44
2023 Q2	$2.91M	Buy	+139,435	New	+$3.1M	3.17%	13
2023 Q1	–	Sell	-51,115	Closed	-$1.13M	–	37
2022 Q4	$1.13M	Buy	+51,115	New	+$1M	1.12%	28

Other funds holding SLV

NHFG

New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return

WWM

Walser Wealth Management Tampa, Florida $241M AUM

RAG

RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CWMK

Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return

IFG

Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return

AAM

Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return

WAP

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

CPL

Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Lake Hills Wealth Management's SLV Position: Q2 2026 in Review

Lake Hills Wealth Management increased its iShares Silver Trust (SLV) stake by 19% in Q2 2026, buying an estimated $558K and bringing the position to 52,376 shares worth $2.8M. The position accounts for 1.27% of the portfolio, ranked #23.

Lake Hills Wealth Management first reported a position in SLV in Q4 2022 and has held it in 7 quarters since. The position peaked at $6.66M in Q2 2025. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Lake Hills Wealth Management held 52,376 shares of iShares Silver Trust worth $2.8M as of Q2 2026.
Lake Hills Wealth Management bought 8,411 iShares Silver Trust shares in Q2 2026, an estimated $558K.
iShares Silver Trust made up 1.27% of Lake Hills Wealth Management's portfolio in Q2 2026, its #23 holding.
Lake Hills Wealth Management first reported a position in iShares Silver Trust in Q4 2022 and has held it in 7 quarters since.
Lake Hills Wealth Management's iShares Silver Trust position peaked at $6.66M in Q2 2025.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lake Hills Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.