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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 		$73.7K Sell
200
-19,800
-99% -$8.2M ﹤0.01% 848
2026
Q1 		$82.9K Buy
20,000
+19,700
+6,567% +$8.82M 0.01% 794
2025
Q4 		$119K Sell
300
-29,700
-99% -$11.3M 0.01% 922
2025
Q3 		$107K Buy
30,000
+29,700
+9,900% +$9.46M ﹤0.01% 950
2025
Q2 		$91.4K Buy
300
+200
+200% +$60.6K ﹤0.01% 964
2025
Q1 		$28.8K Buy
+100
New +$26.4K ﹤0.01% 1289

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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 53 quarters since. The position peaked at $44M in Q1 2023. 3,037 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 53 quarters since.
  • B. Riley Wealth Advisors's SPDR Gold Trust position peaked at $44M in Q1 2023.
  • 3,037 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.