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B. Riley Wealth Management’s SPDR Gold Trust GLD Stock Holding History

B. Riley Wealth Management’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
2022
Q2 		$7.16M Buy
86,066
+53,414
+164% +$9.33M 8.38% 5
2022
Q1 		$5.9M Sell
32,652
-11,989
-27% -$2.1M 0.45% 54
2021
Q4 		$7.63M Sell
44,641
-6,914
-13% -$1.16M 0.53% 42
2021
Q3 		$8.47M Sell
51,555
-2,417
-4% -$405K 0.65% 37
2021
Q2 		$8.94M Sell
53,972
-27,939
-34% -$4.75M 0.99% 23
2021
Q1 		$13.1M Buy
81,911
+55,758
+213% +$9.37M 1.53% 8
2020
Q4 		$4.67M Sell
26,153
-1,799
-6% -$317K 0.6% 44
2020
Q3 		$4.95M Buy
27,952
+10,421
+59% +$1.87M 0.58% 49
2020
Q2 		$2.93M Sell
17,531
-5,484
-24% -$884K 0.32% 74
2020
Q1 		$3.41M Buy
23,015
+7,531
+49% +$1.12M 0.36% 80
2019
Q4 		$2.21M Buy
15,484
+379
+3% +$53K 0.33% 70
2019
Q3 		$2.1M Buy
15,105
+7,086
+88% +$985K 0.37% 66
2019
Q2 		$1.07K Sell
8,019
-14,003
-64% -$1.73M 0.16% 124
2019
Q1 		$2.69M Buy
22,022
+15,279
+227% +$1.88M 0.47% 52
2018
Q4 		$818K Buy
6,743
+3,393
+101% +$394K 0.17% 131
2018
Q3 		$378K Buy
+3,350
New +$384K 0.09% 185
2016
Q1 		$762K Buy
+6,485
New +$735K 1.14% 22
2015
Q3 		– Sell
-714
Closed -$80K – 368
2015
Q2 		$80K Sell
714
-43
-6% -$4.92K 0.06% 318
2015
Q1 		$86K Sell
757
-37
-5% -$4.33K 0.06% 318
2014
Q4 		$90K Sell
794
-63
-7% -$7.27K 0.07% 291
2014
Q3 		$99K Sell
857
-150
-15% -$18.5K 0.07% 296
2014
Q2 		$128K Buy
1,007
+410
+69% +$50.9K 0.08% 296
2014
Q1 		$74K Buy
+597
New +$74.4K 0.05% 377

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

B. Riley Wealth Management's GLD Position: Q2 2022 in Review

B. Riley Wealth Management increased its SPDR Gold Trust (GLD) stake by 164% in Q2 2022, buying an estimated $9.33M and bringing the position to 86,066 shares worth $7.16M. The position accounts for 8.38% of the portfolio, ranked #5.

B. Riley Wealth Management first reported a position in GLD in Q1 2014 and has held it in 23 quarters since. The position peaked at $13.1M in Q1 2021. 1,870 funds tracked by Wall St. Rank hold GLD as of Q2 2022.

  • B. Riley Wealth Management held 86,066 shares of SPDR Gold Trust worth $7.16M as of Q2 2022.
  • B. Riley Wealth Management bought 53,414 SPDR Gold Trust shares in Q2 2022, an estimated $9.33M.
  • SPDR Gold Trust made up 8.38% of B. Riley Wealth Management's portfolio in Q2 2022, its #5 holding.
  • B. Riley Wealth Management first reported a position in SPDR Gold Trust in Q1 2014 and has held it in 23 quarters since.
  • B. Riley Wealth Management's SPDR Gold Trust position peaked at $13.1M in Q1 2021.
  • 1,870 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.