SIVR — ABRDN SILVER ETF TRUST

Ownership history in SMART Wealth LLC  ·  6 quarters on record

This page tracks every 13F SEC filing in which SMART Wealth LLC reported a position in ABRDN SILVER ETF TRUST (SIVR). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.41% (2025 Q4)
Avg. % of fund
0.89%
First filed
2024 Q3
Last filed
2025 Q4
Quarters held
6
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 68,240 -10,723 -13.6% 1.41% $4.6M $67.64
2025 Q3 ADDED 78,963 +395 +0.5% 1.32% $3.5M $44.48
2025 Q2 ADDED 78,568 +4,979 +6.8% 0.85% $2.7M $34.41
2025 Q1 ADDED 73,589 +1,760 +2.5% 0.86% $2.4M $32.51
2024 Q4 ADDED 71,829 +59,789 +496.6% 0.70% $2.0M $27.57
2024 Q3 INITIATED 12,040 — — 0.21% $277K $29.75
% of Fund (quarterly)    SIVR price (monthly, adj. close)

Other funds also holding SIVR

As of 2025 Q4 — sorted by position size

GUARDIAN POINT CAPITAL, LP 3Y 7Y 9.94% Tradewinds Capital Management, LLC 3Y 7Y 9.93% Kiker Wealth Management, LLC 7.26% Capital Management Associates, Inc 4.57% INTREPID FAMILY OFFICE LLC 3Y 4.49% Mission Creek Capital Partners, Inc. 3Y 4.16% Copley Financial Group, Inc. 4.1% Ervin Investment Management, LLC 3Y 3.38% Southeast Asset Advisors, LLC 3Y 7Y 2.84% Global Wealth Management, LLC 2.78%
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