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BSW Wealth Partners’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

BSW Wealth Partners’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 		$689K Hold
12,252
– – 0.08% 141
2026
Q1 		$877K Buy
12,252
+979
+9% +$78.1K 0.11% 109
2025
Q4 		$763K Buy
11,273
+1,655
+17% +$87K 0.09% 129
2025
Q3 		$428K Hold
9,618
– – 0.05% 196
2025
Q2 		$331K Buy
9,618
+18
+0.2% +$577 0.05% 227
2025
Q1 		$312K Hold
9,600
– – 0.05% 226
2024
Q4 		$265K Sell
9,600
-50
-0.5% -$1.5K 0.04% 253
2024
Q3 		$287K Buy
9,650
+238
+3% +$6.7K 0.04% 234
2024
Q2 		$262K Hold
9,412
– – 0.04% 236
2024
Q1 		$224K Hold
9,412
– – 0.04% 262
2023
Q4 		$214K Hold
9,412
– – 0.04% 252
2023
Q3 		$200K Hold
9,412
– – 0.04% 230
2023
Q2 		$206K Sell
9,412
-392
-4% -$9.1K 0.04% 252
2023
Q1 		$227K Hold
9,804
– – 0.05% 274
2022
Q4 		$225K Buy
+9,804
New +$200K 0.05% 257
2021
Q3 		– Sell
-8,083
Closed -$204K – 267
2021
Q2 		$204K Sell
8,083
-2,029
-20% -$52.3K 0.06% 232
2021
Q1 		$239K Hold
10,112
– – 0.07% 184
2020
Q4 		$258K Hold
10,112
– – 0.08% 139
2020
Q3 		$227K Sell
10,112
-1,848
-15% -$43.6K 0.09% 125
2020
Q2 		$211K Hold
11,960
– – 0.07% 132
2020
Q1 		$162K Sell
11,960
-203
-2% -$3.31K 0.07% 107
2019
Q4 		$211K Buy
+12,163
New +$204K 0.07% 118
2019
Q3 		– Sell
-12,163
Closed -$181K – 155
2019
Q2 		$181K Hold
12,163
– – 0.07% 100
2019
Q1 		$179K Sell
12,163
-400
-3% -$6.05K 0.07% 89
2018
Q4 		$189K Hold
12,563
– – 0.07% 88
2018
Q3 		$179K Buy
12,563
+320
+3% +$4.67K 0.07% 132
2018
Q2 		$192K Hold
12,243
– – 0.08% 87
2018
Q1 		$195K Buy
12,243
+1,416
+13% +$23.1K 0.09% 81
2017
Q4 		$179K Buy
+10,827
New +$177K 0.07% 85

Other funds holding SIVR

1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
PFA
Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return
SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
AR
Apeiron RIA Dallas, Texas $390M AUM 22.97% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SSWM
Sheets Smith Wealth Management Winston-Salem, North Carolina $1B AUM 29.77% 1-Year Est. Return
TA
Tactive Advisors Jacksonville, Florida $406M AUM 35.68% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 35.19% 1-Year Est. Return

BSW Wealth Partners's SIVR Position: Q2 2026 in Review

BSW Wealth Partners held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 12,252 shares worth $689K. The position accounts for 0.08% of the portfolio, ranked #141.

BSW Wealth Partners first reported a position in SIVR in Q4 2017 and has held it in 29 quarters since. The position peaked at $877K in Q1 2026. 39 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • BSW Wealth Partners held 12,252 shares of abrdn Physical Silver Shares ETF worth $689K as of Q2 2026.
  • BSW Wealth Partners left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Silver Shares ETF made up 0.08% of BSW Wealth Partners's portfolio in Q2 2026, its #141 holding.
  • BSW Wealth Partners first reported a position in abrdn Physical Silver Shares ETF in Q4 2017 and has held it in 29 quarters since.
  • BSW Wealth Partners's abrdn Physical Silver Shares ETF position peaked at $877K in Q1 2026.
  • 39 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.