Bauman Advisory Group’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Bauman Advisory Group’s Portfolio SIVR Stock Details SIVR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$320K	Sell	5,693 -9,074	-61%	-$632K	0.17%	60
2026 Q1	$1.06M	Sell	14,767 -2,762	-16%	-$220K	0.74%	26
2025 Q4	$1.19M	Buy	+17,529	New	+$921K	0.96%	18

Other funds holding SIVR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Bauman Advisory Group's SIVR Position: Q2 2026 in Review

Bauman Advisory Group reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 61% in Q2 2026, selling an estimated $632K and leaving 5,693 shares worth $320K. The position accounts for 0.17% of the portfolio, ranked #60.

Bauman Advisory Group first reported a position in SIVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.19M in Q4 2025. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Bauman Advisory Group held 5,693 shares of abrdn Physical Silver Shares ETF worth $320K as of Q2 2026.
Bauman Advisory Group sold 9,074 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $632K.
abrdn Physical Silver Shares ETF made up 0.17% of Bauman Advisory Group's portfolio in Q2 2026, its #60 holding.
Bauman Advisory Group first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 3 quarters since.
Bauman Advisory Group's abrdn Physical Silver Shares ETF position peaked at $1.19M in Q4 2025.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Bauman Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.