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B. Riley Wealth Advisors’s iShares Gold Trust IAU Stock Holding History

B. Riley Wealth Advisors’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.9M Buy
25,206
+689
+3% +$58.5K 0.1% 189
2026
Q1 		$2.08M Sell
24,517
-68,786
-74% -$6.31M 0.13% 159
2025
Q4 		$7.57M Buy
93,303
+410
+0.4% +$32.1K 0.35% 56
2025
Q3 		$6.76M Buy
92,893
+12,671
+16% +$827K 0.31% 61
2025
Q2 		$5M Buy
+80,222
New +$4.97M 0.23% 91
2024
Q4 		$8.11M Sell
163,806
-181,708
-53% -$9.13M 0.27% 79
2024
Q3 		$17.2M Buy
345,514
+114,650
+50% +$5.37M 0.48% 35
2024
Q2 		$10.1M Buy
230,864
+124,415
+117% +$5.5M 0.26% 81
2024
Q1 		$3.72M Sell
106,449
-72,863
-41% -$2.86M 0.1% 203
2023
Q4 		$7M Buy
179,312
+72,863
+68% +$2.73M 0.19% 119
2023
Q3 		$3.72M Sell
106,449
-44,036
-29% -$1.61M 0.1% 203
2023
Q2 		$5.48M Sell
150,485
-50,200
-25% -$1.88M 0.12% 171
2023
Q1 		$7.5M Buy
200,685
+68,694
+52% +$2.47M 0.2% 115
2022
Q4 		$4.57M Buy
131,991
+33,072
+33% +$1.09M 0.13% 178
2022
Q3 		$3.12M Sell
98,919
-71,289
-42% -$2.34M 0.09% 219
2022
Q2 		$5.84M Sell
170,208
-9,582
-5% -$341K 0.25% 91
2022
Q1 		$6.62M Sell
179,790
-52,130
-22% -$1.86M 0.22% 99
2021
Q4 		$8.07M Buy
231,920
+58,978
+34% +$2.02M 0.23% 92
2021
Q3 		$5.78M Buy
172,942
+9,341
+6% +$318K 0.18% 117
2021
Q2 		$5.51M Sell
163,601
-35,961
-18% -$1.24M 0.18% 133
2021
Q1 		$6.52M Buy
199,562
+151,152
+312% +$5.17M 0.23% 97
2020
Q4 		$1.76M Sell
48,410
-16,236
-25% -$581K 0.09% 223
2020
Q3 		$2.33M Buy
64,646
+2,025
+3% +$73.9K 0.12% 176
2020
Q2 		$2.13M Buy
62,621
+11,114
+22% +$364K 0.14% 159
2020
Q1 		$1.55M Buy
51,507
+23,151
+82% +$700K 0.13% 161
2019
Q4 		$823K Sell
28,356
-2,439
-8% -$69.2K 0.07% 274
2019
Q3 		$869K Buy
30,795
+23,591
+327% +$665K 0.09% 244
2019
Q2 		$195K Sell
7,204
-6,963
-49% -$175K 0.02% 722
2019
Q1 		$351K Buy
14,167
+8,998
+174% +$225K 0.04% 439
2018
Q4 		$128K Sell
5,169
-654
-11% -$15.4K 0.02% 608
2018
Q3 		$134K Sell
5,823
-2,042
-26% -$47.5K 0.02% 672
2018
Q2 		$190K Buy
7,865
+448
+6% +$11.2K 0.03% 615
2018
Q1 		$189K Buy
+7,417
New +$189K 0.03% 596
2015
Q1 		– Sell
-1,694
Closed -$39 – 1218
2014
Q4 		$39 Buy
+1,694
New +$39.4K ﹤0.01% 2221
2014
Q3 		– Sell
-1,943
Closed -$50.1K – 1216
2014
Q2 		$50.1K Sell
1,943
-1,940
-50% -$48.5K 0.01% 1033
2014
Q1 		$97K Sell
3,883
-5,279
-58% -$132K 0.03% 621
2013
Q4 		$214K Sell
9,162
-287
-3% -$7.09K 0.07% 323
2013
Q3 		$244K Sell
9,449
-1,548
-14% -$40K 0.08% 273
2013
Q2 		$264K Buy
+10,997
New +$303K 0.09% 258

Other funds holding IAU

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
JMFC
J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
Envestnet Portfolio Solutions
Envestnet Portfolio Solutions Chicago, Illinois $20.9B AUM 19.34% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
AFAS
Acorn Financial Advisory Services Reston, Virginia $753M AUM 36.94% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

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

B. Riley Wealth Advisors increased its iShares Gold Trust (IAU) stake by 2.8% in Q2 2026, buying an estimated $58.5K and bringing the position to 25,206 shares worth $1.9M. The position accounts for 0.1% of the portfolio, ranked #189.

B. Riley Wealth Advisors first reported a position in IAU in Q2 2013 and has held it in 39 quarters since. The position peaked at $17.2M in Q3 2024. 423 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • B. Riley Wealth Advisors held 25,206 shares of iShares Gold Trust worth $1.9M as of Q2 2026.
  • B. Riley Wealth Advisors bought 689 iShares Gold Trust shares in Q2 2026, an estimated $58.5K.
  • iShares Gold Trust made up 0.1% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #189 holding.
  • B. Riley Wealth Advisors first reported a position in iShares Gold Trust in Q2 2013 and has held it in 39 quarters since.
  • B. Riley Wealth Advisors's iShares Gold Trust position peaked at $17.2M in Q3 2024.
  • 423 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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