Gradient Capital Advisors
URG icon

Gradient Capital Advisors’s Ur-Energy URG Stock Holding History

Gradient Capital Advisors’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$10.8K Hold
10,000
– – ﹤0.01% 179
2026
Q2 		$13.6K Hold
10,000
– – ﹤0.01% 179
2026
Q1 		$14.9K Hold
10,000
– – ﹤0.01% 177
2025
Q4 		$13.9K Hold
10,000
– – ﹤0.01% 174
2025
Q3 		$17.9K Hold
10,000
– – ﹤0.01% 167
2025
Q2 		$10.5K Buy
+10,000
New +$7.98K ﹤0.01% 162

Other funds holding URG

Azarias Capital Management
Azarias Capital Management Berwyn, Pennsylvania $168M AUM 10.75% 1-Year Est. Return
Hennion & Walsh Asset Management
Hennion & Walsh Asset Management Parsippany, New Jersey $3.42B AUM 25.82% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
GFG Capital
GFG Capital Miami, Florida $381M AUM 37.69% 1-Year Est. Return
Royal Palms Capital
Royal Palms Capital Whitefish, Montana $113M AUM 42.1% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Abel Hall LLC
Abel Hall LLC Baton Rouge, Louisiana $556M AUM 43.18% 1-Year Est. Return
IAA
Ironsides Asset Advisors Rocky Mount, North Carolina $414M AUM 4.78% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return
Sterling Capital Management
Sterling Capital Management Charlotte, North Carolina $4.92B AUM 24.73% 1-Year Est. Return

Gradient Capital Advisors's URG Position: Q3 2026 in Review

Gradient Capital Advisors held its Ur-Energy (URG) position steady in Q3 2026 at 10,000 shares worth $10.8K. The position accounts for ﹤0.01% of the portfolio, ranked #179.

Gradient Capital Advisors first reported a position in URG in Q2 2025 and has held it in 6 quarters since. The position peaked at $17.9K in Q3 2025. 24 funds tracked by Wall St. Rank hold URG as of Q3 2026.

  • Gradient Capital Advisors held 10,000 shares of Ur-Energy worth $10.8K as of Q3 2026.
  • Gradient Capital Advisors left its Ur-Energy share count unchanged in Q3 2026.
  • Ur-Energy made up ﹤0.01% of Gradient Capital Advisors's portfolio in Q3 2026, its #179 holding.
  • Gradient Capital Advisors first reported a position in Ur-Energy in Q2 2025 and has held it in 6 quarters since.
  • Gradient Capital Advisors's Ur-Energy position peaked at $17.9K in Q3 2025.
  • 24 funds tracked by Wall St. Rank held Ur-Energy as of Q3 2026.

Based on Gradient Capital Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.