Gradient Investments LLC

Position in PSLV — Sprott Physical Silver Trust

CIK 1542265 ARDEN HILLS, MN

Position in PSLV

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$2,547,544

-$1,841,265 QoQ

Shares Held

135,005

-25.0% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#123

of 473 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Gradient Investments LLC holds $7,444,961 across 5 Asset Management names. PSLV ranks #1 (34.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PSLV	Sprott Physical Silver Trust This page	135,005	$2,547,544
2	AMG	Affiliated Managers Group, Inc.	7,065	$2,390,796
3	RJF	Raymond James Financial Inc	10,140	$1,541,584
4	IVZ	Invesco Ltd.	28,112	$741,875
5	PDI	PIMCO Dynamic Income Fund	13,363	$223,162

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,547,544	135,005	-25.0%	Shares	Sole	2026-07-08
2026-03-31	$4,388,809	179,943	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$4,317,141	182,543	-0.5%	Shares	Sole	2026-01-08
2025-09-30	$2,879,537	183,410	-38.8%	Shares	Sole	2025-10-06
2025-06-30	$3,670,004	299,837	+0.5%	Shares	Sole	2025-07-08
2025-03-31	$3,459,850	298,263	+2.9%	Shares	Sole	2025-04-09
2024-12-31	$2,797,525	289,899	+2.3%	Shares	Sole	2025-01-21
2024-09-30	$2,962,031	283,448	+3.9%	Shares	Sole	2024-10-15
2024-06-30	$2,709,231	272,833	-5.8%	Shares	Sole	2024-07-18
2024-03-31	$2,399,838	289,486	+6.3%	Shares	Sole	2024-04-23
2023-12-31	$2,200,709	272,365	+0.6%	Shares	Sole	2024-01-18
2023-09-30	$2,051,292	270,619	+2.8%	Shares	Sole	2023-10-27
2023-06-30	$2,050,982	263,284	+5.3%	Shares	Sole	2023-07-11
2023-03-31	$2,084,549	249,946	+16.5%	Shares	Sole	2023-04-17
2022-12-31	$1,768,600	214,636	+30.9%	Shares	Sole	2023-01-10
2022-09-30	$1,085,560	163,982	+19.6%	Shares	Sole	2022-10-14
2022-06-30	$945,852	137,080	+14.7%	Shares	Sole	2022-07-11
2022-03-31	$1,047,734	119,468	+18.4%	Shares	Sole	2022-05-26
2021-12-31	$809,097	100,885	+2.3%	Shares	Sole	2022-01-12
2021-09-30	$757,071	98,577	+9.8%	Shares	Sole	2021-10-18
2021-06-30	$833,362	89,802	+5.6%	Shares	Sole	2021-07-12
2021-03-31	$746,774	85,054	+2937.6%	Shares	Sole	2021-04-21
2020-12-31	$26,152	2,800	0.0%	Shares	Sole	2021-01-08
2020-09-30	$23,156	2,800	0.0%	Shares	Sole	2020-10-06
2020-06-30	$18,508	2,800	0.0%	Shares	Sole	2020-07-10
2020-03-31	$14,644	2,800	—	Shares	Sole	2020-04-07
No filing history on record for this holder in this stock.