BRWA
GDL

B. Riley Wealth Advisors’s GDL Fund GDL Stock Holding History

B. Riley Wealth Advisors’s Portfolio GDL Stock Details GDL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-62,743
Closed -$517K – 1173
2025
Q1 		$517K Buy
62,743
+13,138
+26% +$108K 0.02% 746
2024
Q4 		$398K Sell
49,605
-4,456
-8% -$36.1K 0.01% 772
2024
Q3 		$440K Buy
54,061
+779
+1% +$6.25K 0.01% 785
2024
Q2 		$418K Sell
53,282
-8,514
-14% -$66.9K 0.01% 894
2024
Q1 		$479K Buy
61,796
+12,469
+25% +$98.6K 0.01% 814
2023
Q4 		$397K Sell
49,327
-12,469
-20% -$97.7K 0.01% 927
2023
Q3 		$479K Buy
61,796
+5,608
+10% +$44.2K 0.01% 814
2023
Q2 		$441K Buy
56,188
+10,550
+23% +$82.5K 0.01% 916
2023
Q1 		$358K Sell
45,638
-13,441
-23% -$107K 0.01% 968
2022
Q4 		$463K Buy
59,079
+30,874
+109% +$244K 0.01% 823
2022
Q3 		$224K Buy
+28,205
New +$230K 0.01% 1176

Other funds holding GDL

GCIA
Gabelli & Co Investment Advisers Rye, New York $688M AUM 63.39% 1-Year Est. Return
Kovitz Investment Group Partners
Kovitz Investment Group Partners Chicago, Illinois $4.52B AUM 31.84% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
BI
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CA
Cornerstone Advisors Asheville, North Carolina $3.04B AUM 36.62% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return
ZA
Zazove Associates Incline Village, Nevada $1.22B AUM 1.92% 1-Year Est. Return

B. Riley Wealth Advisors's GDL Position: Q2 2025 in Review

B. Riley Wealth Advisors sold out of GDL Fund (GDL) in Q2 2025, closing a stake of 62,743 shares — an estimated $517K sold.

B. Riley Wealth Advisors first reported a position in GDL in Q3 2022 and held it in 11 quarters. The position peaked at $517K in Q1 2025. 27 funds tracked by Wall St. Rank hold GDL as of Q2 2025.

  • B. Riley Wealth Advisors reported no remaining GDL Fund position as of Q2 2025 after selling out during the quarter.
  • B. Riley Wealth Advisors sold 62,743 GDL Fund shares in Q2 2025, an estimated $517K.
  • B. Riley Wealth Advisors first reported a position in GDL Fund in Q3 2022 and held it in 11 quarters.
  • B. Riley Wealth Advisors's GDL Fund position peaked at $517K in Q1 2025.
  • 27 funds tracked by Wall St. Rank held GDL Fund as of Q2 2025.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2025, filed 19 Aug 2025.