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

Global 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	$4.17M	Sell	72,796 -3,905	-5%	-$233K	2.27%	13
2026 Q2	$4.31M	Sell	76,701 -340	-0.4%	-$23.7K	2.2%	13
2026 Q1	$5.52M	Buy	77,041 +750	+1%	+$59.8K	3.01%	11
2025 Q4	$5.16M	Buy	76,291 +48,388	+173%	+$2.54M	2.78%	13
2025 Q3	$1.24M	Hold	27,903	–	–	0.65%	17
2025 Q2	$1.01M	Buy	27,903 +862	+3%	+$27.6K	0.56%	16
2025 Q1	$879K	Buy	27,041 +988	+4%	+$30.1K	0.51%	17
2024 Q4	$718K	Buy	+26,053	New	+$780K	0.46%	19

Other funds holding SIVR

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $499M AUM 17.81% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Pettinga Financial Advisors Evansville, Indiana $606M AUM 15.91% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

MYeCFO La Jolla, California $266M AUM 12.93% 1-Year Est. Return

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Apeiron RIA Dallas, Texas $440M AUM 15.34% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $27.7B AUM 21.75% 1-Year Est. Return

Blue Capital Inc Omaha, Nebraska $161M AUM 26.65% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

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

Global Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 5.1% in Q3 2026, selling an estimated $233K and leaving 72,796 shares worth $4.17M. The position accounts for 2.27% of the portfolio, ranked #13.

Global Wealth Management first reported a position in SIVR in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.52M in Q1 2026. 92 funds tracked by Wall St. Rank hold SIVR as of Q3 2026.

Global Wealth Management held 72,796 shares of abrdn Physical Silver Shares ETF worth $4.17M as of Q3 2026.
Global Wealth Management sold 3,905 abrdn Physical Silver Shares ETF shares in Q3 2026, an estimated $233K.
abrdn Physical Silver Shares ETF made up 2.27% of Global Wealth Management's portfolio in Q3 2026, its #13 holding.
Global Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2024 and has held it in 8 quarters since.
Global Wealth Management's abrdn Physical Silver Shares ETF position peaked at $5.52M in Q1 2026.
92 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q3 2026.

Based on Global Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.