GI
CEF icon

Gradient Investments’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Gradient Investments’s Portfolio CEF Stock Details CEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-7,432
Closed -$355K – 453
2026
Q1 		$355K Hold
7,432
– – 0.01% 365
2025
Q4 		$340K Hold
7,432
– – 0.01% 303
2025
Q3 		$273K Hold
7,432
– – ﹤0.01% 340
2025
Q2 		$224K Sell
7,432
-2,400
-24% -$70.2K ﹤0.01% 346
2025
Q1 		$279K Hold
9,832
– – 0.01% 287
2024
Q4 		$234K Hold
9,832
– – ﹤0.01% 278
2024
Q3 		$241K Hold
9,832
– – 0.01% 274
2024
Q2 		$217K Buy
9,832
+867
+10% +$19.1K ﹤0.01% 313
2024
Q1 		$182K Hold
8,965
– – ﹤0.01% 301
2023
Q4 		$172K Hold
8,965
– – ﹤0.01% 357
2023
Q3 		$155K Hold
8,965
– – ﹤0.01% 341
2023
Q2 		$162K Hold
8,965
– – ﹤0.01% 345
2023
Q1 		$170K Buy
8,965
+6,565
+274% +$118K ﹤0.01% 310
2022
Q4 		$43K Hold
2,400
– – ﹤0.01% 527
2022
Q3 		$37K Buy
+2,400
New +$38.6K ﹤0.01% 526
2018
Q2 		– Sell
-780
Closed -$10K – 999
2018
Q1 		$10K Buy
+780
New +$10.4K ﹤0.01% 627

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SC
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BCM
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WAP
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CTA
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IWA
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CA
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SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return
SCM
Sunbeam Capital Management Atlanta, Georgia $219M AUM 29.5% 1-Year Est. Return
BAM
BOS Asset Management Springfield, Illinois $431M AUM 27.86% 1-Year Est. Return