Number of Shares
86,066.00
Current Holdings Value*
$7.16 Bil
% of Portfolio
8.38%
Total Estimate Gain
$12.47 Mil
% of Total Estimate Gain
48.87%

B. Riley Wealth Management, Inc.'s SPDR Gold Shares ETF Holding Summary

As of 2022-06-30, B. Riley Wealth Management, Inc. held 86,066.00 shares of SPDR Gold Shares ETF(GLD), totaling $7.16 Bil. This investment constitutes 8.38% of their stock portfolio, and B. Riley Wealth Management, Inc. now holds 0.03% of the outstanding SPDR Gold Shares ETF(GLD) stock.

The initial trade took place in 2014Q1. And since then B. Riley Wealth Management, Inc. has made 9 purchases of GLD, at an average price of $161.93, for a total of 157,618.00 shares. In addition, there have been 13 sales at an average price of $160.09 for 71,552.00 shares. Based on historical transaction data and GLD's current price of $308.39, B. Riley Wealth Management, Inc.'s estimated gain on his GLD holdings is $12.47 Mil, reflecting a 48.87% gain to date.

B. Riley Wealth Management, Inc. GLD ($308.39) Holding Chart

B. Riley Wealth Management, Inc. GLD ($308.39) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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