Plante Moran Financial Advisors’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Plante Moran Financial 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	$6.63K	Buy	+118	New	+$8.22K	﹤0.01%	601
2025 Q4	–	Sell	-1,422	Closed	-$63.3K	–	878
2025 Q3	$63.3K	Hold	1,422	–	–	﹤0.01%	304
2025 Q2	$48.9K	Hold	1,422	–	–	﹤0.01%	334
2025 Q1	$46.2K	Sell	1,422 -447	-24%	-$13.6K	﹤0.01%	354
2024 Q4	$51.5K	Hold	1,869	–	–	﹤0.01%	346
2024 Q3	$55.6K	Buy	1,869 +447	+31%	+$12.6K	﹤0.01%	370
2024 Q2	$39.6K	Hold	1,422	–	–	﹤0.01%	378
2024 Q1	$33.9K	Hold	1,422	–	–	﹤0.01%	415
2023 Q4	$32.4K	Hold	1,422	–	–	﹤0.01%	380
2023 Q3	$30.2K	Hold	1,422	–	–	﹤0.01%	361
2023 Q2	$31.1K	Hold	1,422	–	–	﹤0.01%	370
2023 Q1	$32.9K	Hold	1,422	–	–	﹤0.01%	357
2022 Q4	$32.7K	Hold	1,422	–	–	﹤0.01%	369
2022 Q3	$26K	Hold	1,422	–	–	﹤0.01%	410
2022 Q2	$28K	Buy	1,422 +422	+42%	+$9.18K	﹤0.01%	405
2022 Q1	$24K	Hold	1,000	–	–	﹤0.01%	461
2021 Q4	$22K	Hold	1,000	–	–	﹤0.01%	543
2021 Q3	$21K	Hold	1,000	–	–	﹤0.01%	559
2021 Q2	$25K	Sell	1,000 -1,324	-57%	-$34.1K	0.01%	522
2021 Q1	$55K	Buy	+2,324	New	+$58.9K	0.02%	342

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

Plante Moran Financial Advisors's SIVR Position: Q2 2026 in Review

Plante Moran Financial Advisors opened a new position in abrdn Physical Silver Shares ETF (SIVR) in Q2 2026: 118 shares worth $6.63K. The stake represents ﹤0.01% of the portfolio and ranks #601 among its holdings. This is a return to the name: Plante Moran Financial Advisors previously reported a position in SIVR as recently as Q3 2025.

Plante Moran Financial Advisors first reported a position in SIVR in Q1 2021 and has held it in 20 quarters since. The position peaked at $63.3K in Q3 2025. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Plante Moran Financial Advisors held 118 shares of abrdn Physical Silver Shares ETF worth $6.63K as of Q2 2026.
abrdn Physical Silver Shares ETF was a new Plante Moran Financial Advisors position in Q2 2026.
abrdn Physical Silver Shares ETF made up ﹤0.01% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #601 holding.
Plante Moran Financial Advisors first reported a position in abrdn Physical Silver Shares ETF in Q1 2021 and has held it in 20 quarters since.
Plante Moran Financial Advisors's abrdn Physical Silver Shares ETF position peaked at $63.3K in Q3 2025.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.