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B. Riley Wealth Advisors, Inc.: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of B. Riley Wealth Advisors, Inc. on GLD, newest first. How the timeline and the estimate are built.

B. Riley Wealth Advisors, Inc. held 34,011 GLD shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 34,011 shares
    Change vs previous 13F +11,201 shares

    0.51% of the 13F portfolio, value $12,952,746.

    13F-HR 0001464811-26-000010 filed by B. Riley Wealth Advisors, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,810 shares
    Change vs previous 13F -1,874 shares

    0.46% of the 13F portfolio, value $8,407,308.

    13F-HR 0001464811-26-000007 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 24,684 shares
    Change vs previous 13F -16,237 shares

    0.66% of the 13F portfolio, value $10,233,500.

    13F-HR 0001464811-26-000006 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 40,921 shares
    Change vs previous 13F -399 shares

    0.77% of the 13F portfolio, value $16,217,414.

    13F-HR 0001464811-26-000005 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 41,320 shares
    Change vs previous 13F -8,282 shares

    0.71% of the 13F portfolio, value $14,688,021.

    13F-HR 0001464811-25-000004 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 49,602 shares
    Change vs previous 13F -28,944 shares

    0.73% of the 13F portfolio, value $15,120,167.

    13F-HR 0001085146-25-005368 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 78,546 shares
    Change vs previous 13F +14,593 shares

    0.69% of the 13F portfolio, value $22,632,261.

    13F-HR 0001464811-26-000009 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 63,953 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $15,484,940.

    13F-HR 0001213900-25-016975 filed by B. Riley Wealth Advisors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).