B. Riley Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-20,795	Closed	-$392K	–	1632
2023 Q1	$392K	Hold	20,795	–	–	0.01%	923
2022 Q4	$363K	Buy	+20,795	New	+$345K	0.01%	943
2022 Q1	–	Sell	-17,711	Closed	-$312K	–	1491
2021 Q4	$312K	Hold	17,711	–	–	0.01%	1048
2021 Q3	$299K	Hold	17,711	–	–	0.01%	1041
2021 Q2	$301K	Sell	17,711 -169	-0.9%	-$2.94K	0.01%	1019
2021 Q1	$294K	Buy	+17,880	New	+$308K	0.01%	1011
2015 Q1	–	Sell	-700	Closed	-$8	–	1745
2014 Q4	$8	Buy	+700	New	+$8.24K	﹤0.01%	2984
2014 Q3	–	Sell	-3,380	Closed	-$44.1K	–	1681
2014 Q2	$44.1K	Buy	+3,380	New	+$42.8K	0.01%	1087

Other funds holding SGOL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

MGP

Metis Global Partners San Diego, California $4.07B AUM 30.82% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

B. Riley Wealth Advisors's SGOL Position: Q2 2023 in Review

B. Riley Wealth Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q2 2023, closing a stake of 20,795 shares — an estimated $392K sold.

B. Riley Wealth Advisors first reported a position in SGOL in Q2 2014 and held it in 8 quarters. The position peaked at $392K in Q1 2023. 259 funds tracked by Wall St. Rank hold SGOL as of Q2 2023.

B. Riley Wealth Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q2 2023 after selling out during the quarter.
B. Riley Wealth Advisors sold 20,795 abrdn Physical Gold Shares ETF shares in Q2 2023, an estimated $392K.
B. Riley Wealth Advisors first reported a position in abrdn Physical Gold Shares ETF in Q2 2014 and held it in 8 quarters.
B. Riley Wealth Advisors's abrdn Physical Gold Shares ETF position peaked at $392K in Q1 2023.
259 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2023.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2023, filed 27 Jul 2023.