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

Lodestone 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
Q2 		$6.75K Hold
120
– – ﹤0.01% 569
2026
Q1 		$8.59K Buy
+120
New +$9.57K ﹤0.01% 531

Other funds holding SIVR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BBVA
Banco Bilbao Vizcaya Argentaria Madrid, Spain $16.1B AUM 40.83% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
ANTB
AMG National Trust Bank Greenwood Village, Colorado $4.88B AUM 24.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Lodestone Wealth Management's SIVR Position: Q2 2026 in Review

Lodestone Wealth Management held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 120 shares worth $6.75K. The position accounts for ﹤0.01% of the portfolio, ranked #569.

Lodestone Wealth Management first reported a position in SIVR in Q1 2026 and has held it in 2 quarters since. The position peaked at $8.59K in Q1 2026. 352 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • Lodestone Wealth Management held 120 shares of abrdn Physical Silver Shares ETF worth $6.75K as of Q2 2026.
  • Lodestone Wealth Management left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
  • abrdn Physical Silver Shares ETF made up ﹤0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #569 holding.
  • Lodestone Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q1 2026 and has held it in 2 quarters since.
  • Lodestone Wealth Management's abrdn Physical Silver Shares ETF position peaked at $8.59K in Q1 2026.
  • 352 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.