Legacy Wealth Management (Idaho)’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Legacy Wealth Management (Idaho)’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	$2.08K	Buy	+29	New	+$2.31K	﹤0.01%	771
2025 Q4	–	Sell	-200	Closed	-$8.9K	–	961
2025 Q3	$8.9K	Buy	+200	New	+$7.54K	﹤0.01%	362

Other funds holding SIVR

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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 Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s SIVR Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) opened a new position in abrdn Physical Silver Shares ETF (SIVR) in Q1 2026: 29 shares worth $2.08K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Legacy Wealth Management (Idaho) previously reported a position in SIVR as recently as Q3 2025.

Legacy Wealth Management (Idaho) first reported a position in SIVR in Q3 2025 and has held it in 2 quarters since. The position peaked at $8.9K in Q3 2025. 388 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Legacy Wealth Management (Idaho) held 29 shares of abrdn Physical Silver Shares ETF worth $2.08K as of Q1 2026.
abrdn Physical Silver Shares ETF was a new Legacy Wealth Management (Idaho) position in Q1 2026.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #771 holding.
Legacy Wealth Management (Idaho) first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 2 quarters since.
Legacy Wealth Management (Idaho)'s abrdn Physical Silver Shares ETF position peaked at $8.9K in Q3 2025.
388 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.