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

SHP 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 		– Sell
-3,130
Closed -$224K – 2066
2026
Q1 		$224K Sell
3,130
-35
-1% -$2.79K 0.02% 247
2025
Q4 		$214K Buy
+3,165
New +$166K 0.02% 242

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

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

SHP Wealth Management sold out of abrdn Physical Silver Shares ETF (SIVR) in Q2 2026, closing a stake of 3,130 shares — an estimated $224K sold.

SHP Wealth Management first reported a position in SIVR in Q4 2025 and held it in 2 quarters. The position peaked at $224K in Q1 2026. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

  • SHP Wealth Management reported no remaining abrdn Physical Silver Shares ETF position as of Q2 2026 after selling out during the quarter.
  • SHP Wealth Management sold 3,130 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $224K.
  • SHP Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and held it in 2 quarters.
  • SHP Wealth Management's abrdn Physical Silver Shares ETF position peaked at $224K in Q1 2026.
  • 355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.