GI
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Gradient Investments’s iShares Silver Trust SLV Stock Holding History

Gradient Investments’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 		$399K Buy
7,459
+1,172
+19% +$77.7K 0.01% 380
2026
Q1 		$428K Sell
6,287
-190
-3% -$14.4K 0.01% 362
2025
Q4 		$417K Buy
6,477
+1,430
+28% +$71.6K 0.01% 287
2025
Q3 		$214K Buy
+5,047
New +$181K ﹤0.01% 361
2024
Q3 		– Sell
-4,380
Closed -$116K – 1109
2024
Q2 		$116K Sell
4,380
-476
-10% -$12.5K ﹤0.01% 382
2024
Q1 		$110K Sell
4,856
-813
-14% -$17.4K ﹤0.01% 346
2023
Q4 		$123K Sell
5,669
-80
-1% -$1.7K ﹤0.01% 394
2023
Q3 		$117K Sell
5,749
-89
-2% -$1.92K ﹤0.01% 365
2023
Q2 		$122K Buy
5,838
+94
+2% +$2.09K ﹤0.01% 380
2023
Q1 		$127K Sell
5,744
-1,780
-24% -$36.9K ﹤0.01% 341
2022
Q4 		$166K Sell
7,524
-2,485
-25% -$48.7K 0.01% 320
2022
Q3 		$175K Buy
10,009
+200
+2% +$3.54K 0.01% 295
2022
Q2 		$183K Buy
9,809
+1,324
+16% +$27.6K 0.01% 297
2022
Q1 		$194K Sell
8,485
-325
-4% -$7.22K 0.01% 296
2021
Q4 		$190K Sell
8,810
-1,448
-14% -$31.3K ﹤0.01% 284
2021
Q3 		$210K Sell
10,258
-300,622
-97% -$6.76M 0.01% 276
2021
Q2 		$7.53M Sell
310,880
-9,414
-3% -$233K 0.22% 120
2021
Q1 		$7.27M Buy
320,294
+311,604
+3,586% +$7.59M 0.24% 117
2020
Q4 		$188K Hold
8,690
– – 0.01% 257
2020
Q3 		$188K Buy
8,690
+2,082
+32% +$47.3K 0.01% 257
2020
Q2 		$112K Hold
6,608
– – 0.01% 285
2020
Q1 		$86K Sell
6,608
-298
-4% -$4.68K ﹤0.01% 291
2019
Q4 		$115K Buy
6,906
+18
+0.3% +$292 0.01% 301
2019
Q3 		$110K Buy
6,888
+145
+2% +$2.31K 0.01% 294
2019
Q2 		$97K Buy
6,743
+5,685
+537% +$79.4K 0.01% 312
2019
Q1 		$15K Sell
1,058
-4,201
-80% -$61.3K ﹤0.01% 490
2018
Q4 		$76K Sell
5,259
-15,739
-75% -$215K ﹤0.01% 290
2018
Q3 		$288K Buy
20,998
+15,739
+299% +$222K 0.01% 223
2018
Q2 		$80K Hold
5,259
– – ﹤0.01% 285
2018
Q1 		$81K Sell
5,259
-819
-13% -$12.9K ﹤0.01% 289
2017
Q4 		$97K Buy
+6,078
New +$95.9K 0.01% 284
2017
Q3 		– Sell
-5,698
Closed -$90K – 634
2017
Q2 		$90K Sell
5,698
-72,449
-93% -$1.18M 0.01% 265
2017
Q1 		$1.35M Buy
78,147
+22,151
+40% +$367K 0.1% 96
2016
Q4 		$846K Buy
55,996
+10,059
+22% +$164K 0.07% 103
2016
Q3 		$836K Buy
45,937
+20,978
+84% +$391K 0.08% 101
2016
Q2 		$446K Buy
24,959
+12,616
+102% +$202K 0.05% 121
2016
Q1 		$181K Sell
12,343
-563
-4% -$7.99K 0.02% 178
2015
Q4 		$170K Sell
12,906
-203
-2% -$2.86K 0.02% 180
2015
Q3 		$182K Buy
13,109
+761
+6% +$10.8K 0.03% 172
2015
Q2 		$186K Buy
12,348
+1,214
+11% +$19K 0.03% 173
2015
Q1 		$177K Buy
11,134
+287
+3% +$4.59K 0.03% 171
2014
Q4 		$163K Buy
10,847
+703
+7% +$11.1K 0.03% 167
2014
Q3 		$166K Buy
10,144
+705
+7% +$13.3K 0.03% 163
2014
Q2 		$191K Hold
9,439
– – 0.04% 160
2014
Q1 		$180K Buy
9,439
+4,305
+84% +$84.7K 0.04% 159
2013
Q4 		$96K Buy
5,134
+474
+10% +$9.51K 0.03% 187
2013
Q3 		$97K Buy
4,660
+121
+3% +$2.5K 0.03% 150
2013
Q2 		$86K Buy
+4,539
New +$102K 0.03% 156

Other funds holding SLV

NHFG
New Harbor Financial Group Worcester, Massachusetts $633M AUM 37.53% 1-Year Est. Return
WWM
Walser Wealth Management Tampa, Florida $241M AUM
RAG
RIA Advisory Group Des Moines, Iowa $460M AUM 29% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
CWMK
Caliber Wealth Management (Kansas) Overland Park, Kansas $1.04B AUM 25.31% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
AAM
Augustine Asset Management Jacksonville, Florida $494M AUM 76.22% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
CPL
Corecam Pte Ltd Singapore $264M AUM 28.11% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Gradient Investments's SLV Position: Q2 2026 in Review

Gradient Investments increased its iShares Silver Trust (SLV) stake by 19% in Q2 2026, buying an estimated $77.7K and bringing the position to 7,459 shares worth $399K. The position accounts for 0.01% of the portfolio, ranked #380.

Gradient Investments first reported a position in SLV in Q2 2013 and has held it in 48 quarters since. The position peaked at $7.53M in Q2 2021. 465 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

  • Gradient Investments held 7,459 shares of iShares Silver Trust worth $399K as of Q2 2026.
  • Gradient Investments bought 1,172 iShares Silver Trust shares in Q2 2026, an estimated $77.7K.
  • iShares Silver Trust made up 0.01% of Gradient Investments's portfolio in Q2 2026, its #380 holding.
  • Gradient Investments first reported a position in iShares Silver Trust in Q2 2013 and has held it in 48 quarters since.
  • Gradient Investments's iShares Silver Trust position peaked at $7.53M in Q2 2021.
  • 465 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.