BRWA
B. Riley Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $15.1M | Buy |
+49,602
| New | +$15.1M | 0.71% | 21 |
|
|
2024
Q4 | $15.5M | Sell |
63,953
-12,755
| -17% | -$3.09M | 0.51% | 30 |
|
|
2024
Q3 | $18.7M | Buy |
76,708
+376
| +0.5% | +$91.9K | 0.52% | 29 |
|
|
2024
Q2 | $16.4M | Sell |
76,332
-32,872
| -30% | -$7.07M | 0.42% | 41 |
|
|
2024
Q1 | $18.7M | Buy |
109,204
+16,214
| +17% | +$2.78M | 0.51% | 35 |
|
|
2023
Q4 | $17.8M | Sell |
92,990
-16,214
| -15% | -$3.1M | 0.48% | 32 |
|
|
2023
Q3 | $18.7M | Sell |
109,204
-128,366
| -54% | -$22M | 0.51% | 35 |
|
|
2023
Q2 | $42.3M | Sell |
237,570
-2,433
| -1% | -$434K | 0.95% | 11 |
|
|
2023
Q1 | $44M | Buy |
240,003
+66,295
| +38% | +$12.1M | 1.17% | 7 |
|
|
2022
Q4 | $29.5M | Buy |
173,708
+5,742
| +3% | +$974K | 0.83% | 12 |
|
|
2022
Q3 | $26M | Buy |
167,966
+88,684
| +112% | +$13.7M | 0.78% | 16 |
|
|
2022
Q2 | $13.4M | Sell |
79,282
-2,929
| -4% | -$493K | 0.56% | 29 |
|
|
2022
Q1 | $14.8M | Sell |
82,211
-20,177
| -20% | -$3.64M | 0.49% | 35 |
|
|
2021
Q4 | $17.5M | Sell |
102,388
-6,875
| -6% | -$1.18M | 0.5% | 28 |
|
|
2021
Q3 | $18M | Sell |
109,263
-19,172
| -15% | -$3.16M | 0.57% | 26 |
|
|
2021
Q2 | $21.1M | Buy |
128,435
+2,222
| +2% | +$365K | 0.69% | 19 |
|
|
2021
Q1 | $20.7M | Buy |
126,213
+34,291
| +37% | +$5.64M | 0.73% | 16 |
|
|
2020
Q4 | $16.4M | Sell |
91,922
-28,483
| -24% | -$5.08M | 0.88% | 14 |
|
|
2020
Q3 | $20.8M | Buy |
120,405
+17,633
| +17% | +$3.05M | 1.11% | 10 |
|
|
2020
Q2 | $17.2M | Buy |
102,772
+23,265
| +29% | +$3.89M | 1.15% | 11 |
|
|
2020
Q1 | $11.8M | Buy |
79,507
+59,765
| +303% | +$8.85M | 1% | 17 |
|
|
2019
Q4 | $2.82M | Sell |
19,742
-265
| -1% | -$37.9K | 0.24% | 94 |
|
|
2019
Q3 | $2.78M | Sell |
20,007
-2,338
| -10% | -$325K | 0.27% | 81 |
|
|
2019
Q2 | $2.98M | Buy |
22,345
+534
| +2% | +$71.1K | 0.33% | 63 |
|
|
2019
Q1 | $2.66M | Buy |
21,811
+2,251
| +12% | +$275K | 0.33% | 59 |
|
|
2018
Q4 | $2.37M | Buy |
19,560
+610
| +3% | +$74K | 0.34% | 62 |
|
|
2018
Q3 | $2.14M | Buy |
18,950
+497
| +3% | +$56K | 0.25% | 86 |
|
|
2018
Q2 | $2.19M | Buy |
18,453
+781
| +4% | +$92.7K | 0.29% | 81 |
|
|
2018
Q1 | $2.22M | Sell |
17,672
-3,499
| -17% | -$440K | 0.31% | 79 |
|
|
2017
Q4 | $2.62M | Sell |
21,171
-1,216
| -5% | -$150K | 0.35% | 74 |
|
|
2017
Q3 | $2.72M | Buy |
22,387
+5,253
| +31% | +$639K | 0.45% | 51 |
|
|
2017
Q2 | $2.02M | Buy |
17,134
+3,791
| +28% | +$447K | 0.37% | 68 |
|
|
2017
Q1 | $1.59M | Buy |
13,343
+3,125
| +31% | +$371K | 0.32% | 84 |
|
|
2016
Q4 | $1.12M | Sell |
10,218
-916
| -8% | -$100K | 0.23% | 114 |
|
|
2016
Q3 | $1.16M | Buy |
11,134
+1,344
| +14% | +$140K | 0.23% | 115 |
|
|
2016
Q2 | $996K | Buy |
9,790
+618
| +7% | +$62.9K | 0.2% | 137 |
|
|
2016
Q1 | $853K | Buy |
9,172
+3,814
| +71% | +$355K | 0.2% | 129 |
|
|
2015
Q4 | $544K | Sell |
5,358
-64
| -1% | -$6.5K | 0.11% | 225 |
|
|
2015
Q3 | $580K | Sell |
5,422
-856
| -14% | -$91.6K | 0.14% | 204 |
|
|
2015
Q2 | $706K | Sell |
6,278
-542
| -8% | -$61K | 0.18% | 158 |
|
|
2015
Q1 | $775K | Sell |
6,820
-4,867
| -42% | -$553K | 0.19% | 144 |
|
|
2014
Q4 | $7.21K | Buy |
11,687
+4,278
| +58% | +$2.64K | 0.15% | 154 |
|
|
2014
Q3 | $814K | Sell |
7,409
-8,834
| -54% | -$971K | 0.21% | 126 |
|
|
2014
Q2 | $1.07M | Buy |
16,243
+7,783
| +92% | +$513K | 0.25% | 78 |
|
|
2014
Q1 | $1.05M | Sell |
8,460
-723
| -8% | -$89.4K | 0.32% | 67 |
|
|
2013
Q4 | $1.07M | Sell |
9,183
-1,666
| -15% | -$193K | 0.34% | 67 |
|
|
2013
Q3 | $1.39M | Sell |
10,849
-917
| -8% | -$118K | 0.48% | 43 |
|
|
2013
Q2 | $1.4M | Buy |
+11,766
| New | +$1.4M | 0.48% | 44 |
|