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

WCG Wealth Advisors’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	$1.17M	Sell	20,830 -75	-0.4%	-$5.22K	0.03%	383
2026 Q1	$1.5M	Buy	20,905 +1,599	+8%	+$128K	0.04%	311
2025 Q4	$1.31M	Buy	19,306 +472	+3%	+$24.8K	0.04%	321
2025 Q3	$838K	Buy	18,834 +998	+6%	+$37.6K	0.05%	253
2025 Q2	$614K	Buy	17,836 +1,730	+11%	+$55.5K	0.04%	269
2025 Q1	$524K	Buy	16,106 +1,040	+7%	+$31.7K	0.04%	237
2024 Q4	$415K	Buy	15,066 +2,227	+17%	+$66.7K	0.03%	276
2024 Q3	$382K	Buy	+12,839	New	+$361K	0.03%	289

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

WCG Wealth Advisors's SIVR Position: Q2 2026 in Review

WCG Wealth Advisors reduced its abrdn Physical Silver Shares ETF (SIVR) stake by 0.36% in Q2 2026, selling an estimated $5.22K and leaving 20,830 shares worth $1.17M. The position accounts for 0.03% of the portfolio, ranked #383.

WCG Wealth Advisors first reported a position in SIVR in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.5M in Q1 2026. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

WCG Wealth Advisors held 20,830 shares of abrdn Physical Silver Shares ETF worth $1.17M as of Q2 2026.
WCG Wealth Advisors sold 75 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $5.22K.
abrdn Physical Silver Shares ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q2 2026, its #383 holding.
WCG Wealth Advisors first reported a position in abrdn Physical Silver Shares ETF in Q3 2024 and has held it in 8 quarters since.
WCG Wealth Advisors's abrdn Physical Silver Shares ETF position peaked at $1.5M in Q1 2026.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.