IFO
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Intrepid Family Office’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Intrepid Family Office’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 		$5.16M Sell
72,000
-5,000
-6% -$399K 4.17% 7
2025
Q4 		$5.21M Sell
77,000
-23,000
-23% -$1.21M 4.49% 7
2025
Q3 		$4.45M Hold
100,000
– – 3.72% 8
2025
Q2 		$3.44M Buy
100,000
+50,000
+100% +$1.6M 2.82% 12
2025
Q1 		$1.63M Hold
50,000
– – 2.29% 16
2024
Q4 		$1.38M Buy
+50,000
New +$1.5M 1.44% 18
2022
Q2 		– Sell
-50,000
Closed -$1.19M – 33
2022
Q1 		$1.19M Hold
50,000
– – 1.95% 21
2021
Q4 		$1.12M Buy
+50,000
New +$1.13M 1.28% 28

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