Lakeridge Wealth Management’s iShares Silver Trust SLV Stock Holding History

Lakeridge 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	$440K	Buy	8,229 +75	+0.9%	+$4.97K	0.16%	115
2026 Q1	$556K	Sell	8,154 -100	-1%	-$7.6K	0.24%	86
2025 Q4	$532K	Hold	8,254	–	–	0.24%	85
2025 Q3	$350K	Hold	8,254	–	–	0.16%	110
2025 Q2	$271K	Hold	8,254	–	–	0.12%	125
2025 Q1	$256K	Buy	+8,254	New	+$240K	0.13%	132
2024 Q4	–	Sell	-7,254	Closed	-$206K	–	158
2024 Q3	$206K	Buy	+7,254	New	+$195K	0.11%	149

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

Lakeridge Wealth Management's SLV Position: Q2 2026 in Review

Lakeridge Wealth Management increased its iShares Silver Trust (SLV) stake by 0.92% in Q2 2026, buying an estimated $4.97K and bringing the position to 8,229 shares worth $440K. The position accounts for 0.16% of the portfolio, ranked #115.

Lakeridge Wealth Management first reported a position in SLV in Q3 2024 and has held it in 7 quarters since. The position peaked at $556K in Q1 2026. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Lakeridge Wealth Management held 8,229 shares of iShares Silver Trust worth $440K as of Q2 2026.
Lakeridge Wealth Management bought 75 iShares Silver Trust shares in Q2 2026, an estimated $4.97K.
iShares Silver Trust made up 0.16% of Lakeridge Wealth Management's portfolio in Q2 2026, its #115 holding.
Lakeridge Wealth Management first reported a position in iShares Silver Trust in Q3 2024 and has held it in 7 quarters since.
Lakeridge Wealth Management's iShares Silver Trust position peaked at $556K in Q1 2026.
465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Lakeridge Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.