BKM Wealth Management
SIVR icon

BKM Wealth Management’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

BKM Wealth Management’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
Q3 		$273K Buy
+4,755
New +$283K 0.09% 140
2026
Q2 		– Sell
-4,755
Closed -$341K – 160
2026
Q1 		$341K Buy
4,755
+170
+4% +$13.6K 0.12% 120
2025
Q4 		$310K Hold
4,585
– – 0.11% 124
2025
Q3 		$204K Buy
+4,585
New +$173K 0.08% 152

Other funds holding SIVR

CMAI
Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Pettinga Financial Advisors
Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return
GWM
Global Wealth Management Kingston, New Jersey $184M AUM 13.59% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
MYeCFO
MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return
WT Wealth Management
WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return
Apeiron RIA
Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return
Blue Capital Inc
Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

BKM Wealth Management's SIVR Position: Q3 2026 in Review

BKM Wealth Management opened a new position in abrdn Physical Silver Shares ETF (SIVR) in Q3 2026: 4,755 shares worth $273K. The stake represents 0.09% of the portfolio and ranks #140 among its holdings. This is a return to the name: BKM Wealth Management previously reported a position in SIVR as recently as Q1 2026.

BKM Wealth Management first reported a position in SIVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $341K in Q1 2026. 92 funds tracked by Wall St. Rank hold SIVR as of Q3 2026.

  • BKM Wealth Management held 4,755 shares of abrdn Physical Silver Shares ETF worth $273K as of Q3 2026.
  • abrdn Physical Silver Shares ETF was a new BKM Wealth Management position in Q3 2026.
  • abrdn Physical Silver Shares ETF made up 0.09% of BKM Wealth Management's portfolio in Q3 2026, its #140 holding.
  • BKM Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 4 quarters since.
  • BKM Wealth Management's abrdn Physical Silver Shares ETF position peaked at $341K in Q1 2026.
  • 92 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2026.

Based on BKM Wealth Management's 13F filing for Q3 2026, filed 22 Oct 2026.