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

B. Riley Wealth Management’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
2022 Q2	$229	Buy	+6,663	New	+$237K	﹤0.01%	615
2020 Q2	–	Sell	-24,786	Closed	-$747K	–	484
2020 Q1	$747K	Buy	+24,786	New	+$749K	0.08%	213
2018 Q4	–	Sell	-5,186	Closed	-$119K	–	372
2018 Q3	$119K	Buy	+5,186	New	+$121K	0.03%	301
2015 Q3	–	Sell	-1,915	Closed	-$43K	–	414
2015 Q2	$43K	Sell	1,915 -100	-5%	-$2.31K	0.03%	444
2015 Q1	$46K	Hold	2,015	–	–	0.03%	422
2014 Q4	$46K	Hold	2,015	–	–	0.04%	406
2014 Q3	$47K	Hold	2,015	–	–	0.03%	422
2014 Q2	$51K	Hold	2,015	–	–	0.03%	460
2014 Q1	$50K	Buy	+2,015	New	+$50.5K	0.04%	439

Other funds holding IAU

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

B. Riley Wealth Management opened a new position in iShares Gold Trust (IAU) in Q2 2022: 6,663 shares worth $229. The stake represents ﹤0.01% of the portfolio and ranks #615 among its holdings. This is a return to the name: B. Riley Wealth Management previously reported a position in IAU as recently as Q1 2020.

B. Riley Wealth Management first reported a position in IAU in Q1 2014 and has held it in 9 quarters since. The position peaked at $747K in Q1 2020. 1,008 funds tracked by Wall St. Rank hold IAU as of Q2 2022.

B. Riley Wealth Management held 6,663 shares of iShares Gold Trust worth $229 as of Q2 2022.
iShares Gold Trust was a new B. Riley Wealth Management position in Q2 2022.
iShares Gold Trust made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #615 holding.
B. Riley Wealth Management first reported a position in iShares Gold Trust in Q1 2014 and has held it in 9 quarters since.
B. Riley Wealth Management's iShares Gold Trust position peaked at $747K in Q1 2020.
1,008 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2022.

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