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Integrated Wealth Concepts’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Integrated Wealth Concepts’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
Q1 		$773K Sell
10,793
-10,644
-50% -$849K 0.01% 1267
2025
Q4 		$1.45M Buy
21,437
+491
+2% +$25.8K 0.02% 626
2025
Q3 		$932K Buy
20,946
+14,732
+237% +$555K 0.01% 1021
2025
Q2 		$214K Buy
+6,214
New +$199K ﹤0.01% 1736

Other funds holding SIVR

BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $504M AUM 40.92% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Integrated Wealth Concepts's SIVR Position: Q1 2026 in Review

Integrated Wealth Concepts reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 50% in Q1 2026, selling an estimated $849K and leaving 10,793 shares worth $773K. The position accounts for 0.01% of the portfolio, ranked #1267.

Integrated Wealth Concepts first reported a position in SIVR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.45M in Q4 2025. 388 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

  • Integrated Wealth Concepts held 10,793 shares of abrdn Physical Silver Shares ETF worth $773K as of Q1 2026.
  • Integrated Wealth Concepts sold 10,644 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $849K.
  • abrdn Physical Silver Shares ETF made up 0.01% of Integrated Wealth Concepts's portfolio in Q1 2026, its #1267 holding.
  • Integrated Wealth Concepts first reported a position in abrdn Physical Silver Shares ETF in Q2 2025 and has held it in 4 quarters since.
  • Integrated Wealth Concepts's abrdn Physical Silver Shares ETF position peaked at $1.45M in Q4 2025.
  • 388 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Integrated Wealth Concepts's 13F filing for Q1 2026, filed 15 May 2026.