B. Riley Wealth Advisors’s Goldman Sachs Physical Gold ETF Shares AAAU Stock Holding History

B. Riley Wealth Advisors’s Portfolio AAAU Stock Details AAAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$511K	Sell	12,915 -7,672	-37%	-$341K	0.03%	467
2026 Q1	$916K	Buy	20,587 +5,283	+35%	+$254K	0.06%	307
2025 Q4	$651K	Buy	+15,304	New	+$627K	0.03%	444

Other funds holding AAAU

NIM

NEOS Investment Management Westport, Connecticut $27.1B AUM 57.21% 1-Year Est. Return

WFA

Wellspring Financial Advisors Cleveland, Ohio $1.52B AUM 29.68% 1-Year Est. Return

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

HWM

Heirloom Wealth Management Greenwood Village, Colorado $690M AUM 16.03% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return

ETC

Exchange Traded Concepts Oklahoma City, Oklahoma $21.9B AUM 68.6% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

B. Riley Wealth Advisors's AAAU Position: Q2 2026 in Review

B. Riley Wealth Advisors reduced its Goldman Sachs Physical Gold ETF Shares (AAAU) stake by 37% in Q2 2026, selling an estimated $341K and leaving 12,915 shares worth $511K. The position accounts for 0.03% of the portfolio, ranked #467.

B. Riley Wealth Advisors first reported a position in AAAU in Q4 2025 and has held it in 3 quarters since. The position peaked at $916K in Q1 2026. 243 funds tracked by Wall St. Rank hold AAAU as of Q2 2026.

B. Riley Wealth Advisors held 12,915 shares of Goldman Sachs Physical Gold ETF Shares worth $511K as of Q2 2026.
B. Riley Wealth Advisors sold 7,672 Goldman Sachs Physical Gold ETF Shares shares in Q2 2026, an estimated $341K.
Goldman Sachs Physical Gold ETF Shares made up 0.03% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #467 holding.
B. Riley Wealth Advisors first reported a position in Goldman Sachs Physical Gold ETF Shares in Q4 2025 and has held it in 3 quarters since.
B. Riley Wealth Advisors's Goldman Sachs Physical Gold ETF Shares position peaked at $916K in Q1 2026.
243 funds tracked by Wall St. Rank held Goldman Sachs Physical Gold ETF Shares as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.