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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 		– Sell
-214,800
Closed -$891K – 965
2026
Q1 		$891K Buy
+214,800
New +$96.2M 0.06% 310

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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 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

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. 1,070 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.
  • 1,070 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.