Gradient Capital Advisors’s iShares Silver Trust SLV Stock Holding History

Gradient Capital Advisors’s Portfolio SLV Stock Details SLV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.26M	Sell	23,579 -320	-1%	-$21.2K	0.29%	65
2026 Q1	$1.63M	Sell	23,899 -814	-3%	-$61.8K	0.42%	55
2025 Q4	$1.59M	Sell	24,713 -800	-3%	-$40K	0.41%	52
2025 Q3	$1.08M	Buy	25,513 +4,248	+20%	+$153K	0.29%	64
2025 Q2	$698K	Buy	21,265 +7,102	+50%	+$217K	0.21%	82
2025 Q1	$439K	Buy	+14,163	New	+$412K	0.14%	101

Other funds holding SLV

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Gradient Capital Advisors's SLV Position: Q2 2026 in Review

Gradient Capital Advisors reduced its iShares Silver Trust (SLV) stake by 1.3% in Q2 2026, selling an estimated $21.2K and leaving 23,579 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #65.

Gradient Capital Advisors first reported a position in SLV in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.63M in Q1 2026. 1,411 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Gradient Capital Advisors held 23,579 shares of iShares Silver Trust worth $1.26M as of Q2 2026.
Gradient Capital Advisors sold 320 iShares Silver Trust shares in Q2 2026, an estimated $21.2K.
iShares Silver Trust made up 0.29% of Gradient Capital Advisors's portfolio in Q2 2026, its #65 holding.
Gradient Capital Advisors first reported a position in iShares Silver Trust in Q1 2025 and has held it in 6 quarters since.
Gradient Capital Advisors's iShares Silver Trust position peaked at $1.63M in Q1 2026.
1,411 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Gradient Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.