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

Tortuga 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	$214K	Sell	3,800 -700	-16%	-$48.8K	0.16%	129
2026 Q1	$322K	Sell	4,500 -2,200	-33%	-$176K	0.3%	72
2025 Q4	$453K	Buy	+6,700	New	+$352K	0.48%	51

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

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

Tortuga Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 16% in Q2 2026, selling an estimated $48.8K and leaving 3,800 shares worth $214K. The position accounts for 0.16% of the portfolio, ranked #129.

Tortuga Wealth Management first reported a position in SIVR in Q4 2025 and has held it in 3 quarters since. The position peaked at $453K in Q4 2025. 355 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Tortuga Wealth Management held 3,800 shares of abrdn Physical Silver Shares ETF worth $214K as of Q2 2026.
Tortuga Wealth Management sold 700 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $48.8K.
abrdn Physical Silver Shares ETF made up 0.16% of Tortuga Wealth Management's portfolio in Q2 2026, its #129 holding.
Tortuga Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 3 quarters since.
Tortuga Wealth Management's abrdn Physical Silver Shares ETF position peaked at $453K in Q4 2025.
355 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Tortuga Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.