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B. Riley Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

B. Riley Wealth Advisors’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$8.41M Sell
22,810
-1,874
-8% -$776K 0.45% 47
2026
Q1 		$10.2M Sell
24,684
-16,237
-40% -$7.27M 0.65% 26
2025
Q4 		$16.2M Sell
40,921
-399
-1% -$152K 0.75% 21
2025
Q3 		$14.7M Sell
41,320
-8,282
-17% -$2.64M 0.68% 24
2025
Q2 		$15.1M Buy
+49,602
New +$15M 0.71% 23
2024
Q4 		$15.5M Sell
63,953
-12,755
-17% -$3.13M 0.51% 30
2024
Q3 		$18.7M Buy
76,708
+376
+0.5% +$86.1K 0.52% 29
2024
Q2 		$16.4M Sell
76,332
-32,872
-30% -$7.11M 0.42% 41
2024
Q1 		$18.7M Buy
109,204
+16,214
+17% +$3.11M 0.51% 35
2023
Q4 		$17.8M Sell
92,990
-16,214
-15% -$2.97M 0.48% 32
2023
Q3 		$18.7M Sell
109,204
-128,366
-54% -$23M 0.51% 35
2023
Q2 		$42.3M Sell
237,570
-2,433
-1% -$447K 0.95% 11
2023
Q1 		$44M Buy
240,003
+66,295
+38% +$11.7M 1.17% 7
2022
Q4 		$29.5M Buy
173,708
+5,742
+3% +$925K 0.83% 12
2022
Q3 		$26M Buy
167,966
+88,684
+112% +$14.3M 0.78% 16
2022
Q2 		$13.4M Sell
79,282
-2,929
-4% -$512K 0.56% 29
2022
Q1 		$14.8M Sell
82,211
-20,177
-20% -$3.54M 0.49% 35
2021
Q4 		$17.5M Sell
102,388
-6,875
-6% -$1.15M 0.5% 28
2021
Q3 		$18M Sell
109,263
-19,172
-15% -$3.21M 0.57% 26
2021
Q2 		$21.1M Buy
128,435
+2,222
+2% +$378K 0.69% 19
2021
Q1 		$20.7M Buy
126,213
+34,291
+37% +$5.76M 0.73% 16
2020
Q4 		$16.4M Sell
91,922
-28,483
-24% -$5.02M 0.88% 14
2020
Q3 		$20.8M Buy
120,405
+17,633
+17% +$3.17M 1.11% 10
2020
Q2 		$17.2M Buy
102,772
+23,265
+29% +$3.75M 1.15% 11
2020
Q1 		$11.8M Buy
79,507
+59,765
+303% +$8.9M 1% 17
2019
Q4 		$2.82M Sell
19,742
-265
-1% -$37K 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% +$66K 0.33% 63
2019
Q1 		$2.66M Buy
21,811
+2,251
+12% +$277K 0.33% 59
2018
Q4 		$2.37M Buy
19,560
+610
+3% +$70.9K 0.34% 62
2018
Q3 		$2.14M Buy
18,950
+497
+3% +$57K 0.25% 86
2018
Q2 		$2.19M Buy
18,453
+781
+4% +$96.7K 0.29% 81
2018
Q1 		$2.22M Sell
17,672
-3,499
-17% -$441K 0.31% 79
2017
Q4 		$2.62M Sell
21,171
-1,216
-5% -$147K 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% +$454K 0.37% 68
2017
Q1 		$1.58M Buy
13,343
+3,125
+31% +$363K 0.32% 84
2016
Q4 		$1.12M Sell
10,218
-916
-8% -$106K 0.23% 114
2016
Q3 		$1.16M Buy
11,134
+1,344
+14% +$171K 0.23% 115
2016
Q2 		$996K Buy
9,790
+618
+7% +$74.4K 0.2% 137
2016
Q1 		$853K Buy
9,172
+3,814
+71% +$432K 0.2% 129
2015
Q4 		$544K Sell
5,358
-64
-1% -$6.77K 0.11% 225
2015
Q3 		$580K Sell
5,422
-856
-14% -$92.2K 0.14% 204
2015
Q2 		$706K Sell
6,278
-542
-8% -$62K 0.18% 158
2015
Q1 		$775K Sell
6,820
-4,867
-42% -$569K 0.19% 144
2014
Q4 		$7.21K Buy
11,687
+4,278
+58% +$494K 0.15% 154
2014
Q3 		$814K Sell
7,409
-8,834
-54% -$1.09M 0.21% 126
2014
Q2 		$1.07M Buy
16,243
+7,783
+92% +$967K 0.25% 78
2014
Q1 		$1.05M Sell
8,460
-723
-8% -$90.1K 0.32% 67
2013
Q4 		$1.07M Sell
9,183
-1,666
-15% -$205K 0.34% 67
2013
Q3 		$1.39M Sell
10,849
-917
-8% -$118K 0.48% 43
2013
Q2 		$1.4M Buy
+11,766
New +$1.61M 0.48% 44

Other funds holding GLD

PIS
PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
RT
Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return
MFIM
Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
PNAA
Pictet North America Advisors Geneva 73, Switzerland $1.13B AUM 17.98% 1-Year Est. Return

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

B. Riley Wealth Advisors reduced its SPDR Gold Trust (GLD) stake by 7.6% in Q2 2026, selling an estimated $776K and leaving 22,810 shares worth $8.41M. The position accounts for 0.45% of the portfolio, ranked #47.

B. Riley Wealth Advisors first reported a position in GLD in Q2 2013 and has held it in 52 quarters since. The position peaked at $44M in Q1 2023. 1,062 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • B. Riley Wealth Advisors held 22,810 shares of SPDR Gold Trust worth $8.41M as of Q2 2026.
  • B. Riley Wealth Advisors sold 1,874 SPDR Gold Trust shares in Q2 2026, an estimated $776K.
  • SPDR Gold Trust made up 0.45% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #47 holding.
  • B. Riley Wealth Advisors first reported a position in SPDR Gold Trust in Q2 2013 and has held it in 52 quarters since.
  • B. Riley Wealth Advisors's SPDR Gold Trust position peaked at $44M in Q1 2023.
  • 1,062 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

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