Laurel Wealth Advisors (North Carolina)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Laurel Wealth Advisors (North Carolina)’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	–	Sell	-1,740	Closed	-$118K	–	563
2025 Q4	$118K	Buy	+1,740	New	+$91.4K	0.02%	235
2025 Q2	–	Sell	-1,740	Closed	-$56.6K	–	586
2025 Q1	$56.6K	Hold	1,740	–	–	0.01%	295
2024 Q4	$48K	Hold	1,740	–	–	0.01%	316
2024 Q3	$51.8K	Hold	1,740	–	–	0.01%	309
2024 Q2	$48.4K	Hold	1,740	–	–	0.01%	294
2024 Q1	$41.4K	Hold	1,740	–	–	0.01%	313
2023 Q4	$39.6K	Hold	1,740	–	–	0.01%	300
2023 Q3	$37K	Hold	1,740	–	–	0.01%	305
2023 Q2	$38K	Hold	1,740	–	–	0.01%	310
2023 Q1	$40.2K	Buy	+1,740	New	+$37.6K	0.01%	303
2022 Q3	–	Sell	-250	Closed	-$5K	–	601
2022 Q2	$5K	Hold	250	–	–	﹤0.01%	454
2022 Q1	$6K	Hold	250	–	–	﹤0.01%	462
2021 Q4	$6K	Hold	250	–	–	﹤0.01%	468
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	491
2021 Q2	$6K	Buy	+250	New	+$6.44K	﹤0.01%	526

Other funds holding SIVR

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

TCM

Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s SIVR Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of abrdn Physical Silver Shares ETF (SIVR) in Q1 2026, closing a stake of 1,740 shares — an estimated $118K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in SIVR in Q2 2021 and held it in 15 quarters. The position peaked at $118K in Q4 2025. 391 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Laurel Wealth Advisors (North Carolina) reported no remaining abrdn Physical Silver Shares ETF position as of Q1 2026 after selling out during the quarter.
Laurel Wealth Advisors (North Carolina) sold 1,740 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $118K.
Laurel Wealth Advisors (North Carolina) first reported a position in abrdn Physical Silver Shares ETF in Q2 2021 and held it in 15 quarters.
Laurel Wealth Advisors (North Carolina)'s abrdn Physical Silver Shares ETF position peaked at $118K in Q4 2025.
391 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.