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 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

BBVA

Banco Bilbao Vizcaya Argentaria Madrid, Spain $14.3B AUM 26.23% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

TCM

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

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Tortuga Wealth Management's SIVR Position: Q1 2026 in Review

Tortuga Wealth Management reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 33% in Q1 2026, selling an estimated $176K and leaving 4,500 shares worth $322K. The position accounts for 0.3% of the portfolio, ranked #72.

Tortuga Wealth Management first reported a position in SIVR in Q4 2025 and has held it in 2 quarters since. The position peaked at $453K in Q4 2025. 389 funds tracked by Wall St. Rank hold SIVR as of Q1 2026.

Tortuga Wealth Management held 4,500 shares of abrdn Physical Silver Shares ETF worth $322K as of Q1 2026.
Tortuga Wealth Management sold 2,200 abrdn Physical Silver Shares ETF shares in Q1 2026, an estimated $176K.
abrdn Physical Silver Shares ETF made up 0.3% of Tortuga Wealth Management's portfolio in Q1 2026, its #72 holding.
Tortuga Wealth Management first reported a position in abrdn Physical Silver Shares ETF in Q4 2025 and has held it in 2 quarters since.
Tortuga Wealth Management's abrdn Physical Silver Shares ETF position peaked at $453K in Q4 2025.
389 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2026.

Based on Tortuga Wealth Management's 13F filing for Q1 2026, filed 17 Jul 2026.