Whittier Trust’s abrdn Physical Silver Shares ETF SIVR Stock Holding History

Whittier Trust’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	$555K	Buy	9,410 +7,220	+330%	+$503K	0.01%	470
2026 Q1	$152K	Hold	2,190	–	–	﹤0.01%	643
2025 Q4	$169K	Buy	+2,190	New	+$115K	﹤0.01%	628
2023 Q3	–	Sell	-4,000	Closed	-$87.4K	–	1701
2023 Q2	$87.4K	Hold	4,000	–	–	﹤0.01%	808
2023 Q1	$92.4K	Hold	4,000	–	–	﹤0.01%	831
2022 Q4	$91.9K	Hold	4,000	–	–	﹤0.01%	834
2022 Q3	$73K	Hold	4,000	–	–	﹤0.01%	891
2022 Q2	$78K	Sell	4,000 -15,000	-79%	-$326K	﹤0.01%	863
2022 Q1	$453K	Buy	19,000 +14,228	+298%	+$330K	0.01%	511
2021 Q4	$107K	Hold	4,772	–	–	﹤0.01%	810
2021 Q3	$102K	Hold	4,772	–	–	﹤0.01%	778
2021 Q2	$120K	Hold	4,772	–	–	﹤0.01%	756
2021 Q1	$113K	Hold	4,772	–	–	﹤0.01%	755
2020 Q4	$122K	Buy	4,772 +4,000	+518%	+$94.6K	﹤0.01%	674
2020 Q3	$17K	Buy	+772	New	+$18.2K	﹤0.01%	1041

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

Whittier Trust's SIVR Position: Q2 2026 in Review

Whittier Trust increased its abrdn Physical Silver Shares ETF (SIVR) stake by 330% in Q2 2026, buying an estimated $503K and bringing the position to 9,410 shares worth $555K. The position accounts for 0.01% of the portfolio, ranked #470.

Whittier Trust first reported a position in SIVR in Q3 2020 and has held it in 15 quarters since. 354 funds tracked by Wall St. Rank hold SIVR as of Q2 2026.

Whittier Trust held 9,410 shares of abrdn Physical Silver Shares ETF worth $555K as of Q2 2026.
Whittier Trust bought 7,220 abrdn Physical Silver Shares ETF shares in Q2 2026, an estimated $503K.
abrdn Physical Silver Shares ETF made up 0.01% of Whittier Trust's portfolio in Q2 2026, its #470 holding.
Whittier Trust first reported a position in abrdn Physical Silver Shares ETF in Q3 2020 and has held it in 15 quarters since.
354 funds tracked by Wall St. Rank held abrdn Physical Silver Shares ETF as of Q2 2026.

Based on Whittier Trust's 13F filing for Q2 2026, filed 28 Jul 2026.