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

B. Riley Wealth Advisors’s Portfolio GLDM Stock Details GLDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-113,747	Closed	-$7.04M	–	1177
2025 Q1	$7.04M	Buy	+113,747	New	+$6.46M	0.21%	105
2024 Q2	–	Sell	-85,657	Closed	-$3.14M	–	1479
2024 Q1	$3.14M	Sell	85,657 -17,046	-17%	-$700K	0.08%	231
2023 Q4	$4.2M	Buy	102,703 +17,046	+20%	+$668K	0.11%	194
2023 Q3	$3.14M	Buy	85,657 +242	+0.3%	+$9.25K	0.08%	231
2023 Q2	$3.25M	Buy	85,415 +25,494	+43%	+$1M	0.07%	252
2023 Q1	$2.34M	Buy	+59,921	New	+$2.25M	0.06%	307

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Evoke Wealth Los Angeles, California $1.56M AUM 25.68% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

CCWM

Cassaday & Co Wealth Management Mclean, Virginia $5.32B AUM 22.63% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

B. Riley Wealth Advisors sold out of SPDR Gold MiniShares Trust (GLDM) in Q2 2025, closing a stake of 113,747 shares — an estimated $7.04M sold.

B. Riley Wealth Advisors first reported a position in GLDM in Q1 2023 and held it in 6 quarters. The position peaked at $7.04M in Q1 2025. 701 funds tracked by Wall St. Rank hold GLDM as of Q2 2025.

B. Riley Wealth Advisors reported no remaining SPDR Gold MiniShares Trust position as of Q2 2025 after selling out during the quarter.
B. Riley Wealth Advisors sold 113,747 SPDR Gold MiniShares Trust shares in Q2 2025, an estimated $7.04M.
B. Riley Wealth Advisors first reported a position in SPDR Gold MiniShares Trust in Q1 2023 and held it in 6 quarters.
B. Riley Wealth Advisors's SPDR Gold MiniShares Trust position peaked at $7.04M in Q1 2025.
701 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2025.

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