Mount Yale Investment Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Mount Yale Investment Advisors’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	$9.55M	Sell	169,801 -28,035	-14%	-$1.95M	0.18%	133
2026 Q1	$14.2M	Sell	197,836 -4,499	-2%	-$359K	0.33%	62
2025 Q4	$13.7M	Sell	202,335 -49,303	-20%	-$2.59M	0.66%	33
2025 Q3	$11.2M	Buy	+251,638	New	+$9.48M	0.78%	27

Other funds holding SIVR

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 San Diego, California $445B AUM 25.58% 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

TCM

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

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 Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mount Yale Investment Advisors's SIVR Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 14% in Q2 2026, selling an estimated $1.95M and leaving 169,801 shares worth $9.55M. The position accounts for 0.18% of the portfolio, ranked #133.

Mount Yale Investment Advisors first reported a position in SIVR in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.2M in Q1 2026. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Mount Yale Investment Advisors held 169,801 shares of abrdn Physical Silver Shares ETF worth $9.55M as of Q2 2026.
Mount Yale Investment Advisors sold 28,035 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $1.95M.
abrdn Physical Silver Shares ETF made up 0.18% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #133 holding.
Mount Yale Investment Advisors first reported a position in abrdn Physical Silver Shares ETF in Q3 2025 and has held it in 4 quarters since.
Mount Yale Investment Advisors's abrdn Physical Silver Shares ETF position peaked at $14.2M in Q1 2026.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.