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B. Riley Wealth Advisors, Inc. → IAU

B. Riley Wealth Advisors, Inc. IAU Position History

iShares Gold Trust • Financial Services

Quarters held
6
Latest value
$9.9M
Q3 2026
Peak value
$11.6M
First seen
Q1 2025

Dollar value over time

Show data table
PeriodPosition value
Q1 2025$11.6M
Q3 2025$6.8M
Q4 2025$7.6M
Q1 2026$2.1M
Q2 2026$1.9M
Q3 2026$9.9M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$9.9M127.0K——
Q2 2026$1.9M25.2K——
Q1 2026$2.1M24.5K——
Q4 2025$7.6M93.3K——
Q3 2025$6.8M92.9K——
Q1 2025$11.6M197.3K——

Other funds holding IAU

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