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

Transform Wealth’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
2025 Q1	$887K	Sell	27,294 -2,474	-8%	-$75.3K	0.05%	143
2024 Q4	$821K	Buy	+29,768	New	+$891K	0.05%	148
2023 Q3	–	Sell	-9,322	Closed	-$204K	–	271
2023 Q2	$204K	Hold	9,322	–	–	0.02%	251
2023 Q1	$215K	Buy	+9,322	New	+$202K	0.02%	236

Other funds holding SIVR

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

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

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

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

ANTB

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

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

BBVA

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

TCM

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

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

CMAI

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

Transform Wealth's SIVR Position: Q1 2025 in Review

Transform Wealth reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 8.3% in Q1 2025, selling an estimated $75.3K and leaving 27,294 shares worth $887K. The position accounts for 0.05% of the portfolio, ranked #143.

Transform Wealth first reported a position in SIVR in Q1 2023 and has held it in 4 quarters since. 209 funds tracked by Wall St. Rank hold SIVR as of Q1 2025.

Transform Wealth held 27,294 shares of abrdn Physical Silver Shares ETF worth $887K as of Q1 2025.
Transform Wealth sold 2,474 abrdn Physical Silver Shares ETF shares in Q1 2025, an estimated $75.3K.
abrdn Physical Silver Shares ETF made up 0.05% of Transform Wealth's portfolio in Q1 2025, its #143 holding.
Transform Wealth first reported a position in abrdn Physical Silver Shares ETF in Q1 2023 and has held it in 4 quarters since.
209 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q1 2025.

Based on Transform Wealth's 13F filing for Q1 2025, filed 15 Apr 2025.