Sara-Bay Financial’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Sara-Bay Financial’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	$422K	Hold	7,500	–	–	0.11%	61
2026 Q1	$537K	Hold	7,500	–	–	0.16%	48
2025 Q4	$543K	Buy	+7,500	New	+$394K	0.16%	50
2022 Q4	–	Sell	-7,500	Closed	-$137K	–	85
2022 Q3	$137K	Buy	+7,500	New	+$139K	0.08%	77

Other funds holding SIVR

TCM

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

CMAI

Capital Management Associates Inc Minneapolis, Minnesota $498M AUM 26.46% 1-Year Est. Return

1WA

180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return

NFG

Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

GWM

Global Wealth Management Kingston, New Jersey $196M AUM 18.84% 1-Year Est. Return

PFA

Pettinga Financial Advisors Evansville, Indiana $624M AUM 24.87% 1-Year Est. Return

Sara-Bay Financial's SIVR Position: Q2 2026 in Review

Sara-Bay Financial held its abrdn Physical Silver Shares ETF (SIVR) position steady in Q2 2026 at 7,500 shares worth $422K. The position accounts for 0.11% of the portfolio, ranked #61.

Sara-Bay Financial first reported a position in SIVR in Q3 2022 and has held it in 4 quarters since. The position peaked at $543K in Q4 2025. 92 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Sara-Bay Financial held 7,500 shares of abrdn Physical Silver Shares ETF worth $422K as of Q2 2026.
Sara-Bay Financial left its abrdn Physical Silver Shares ETF share count unchanged in Q2 2026.
abrdn Physical Silver Shares ETF made up 0.11% of Sara-Bay Financial's portfolio in Q2 2026, its #61 holding.
Sara-Bay Financial first reported a position in abrdn Physical Silver Shares ETF in Q3 2022 and has held it in 4 quarters since.
Sara-Bay Financial's abrdn Physical Silver Shares ETF position peaked at $543K in Q4 2025.
92 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Sara-Bay Financial's 13F filing for Q2 2026, filed 17 Jul 2026.