Kellett Wealth Advisors’s SPDR Gold Trust GLD Stock Holding History

Kellett Wealth Advisors’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
2026 Q2	$726K	Buy	1,972 +380	+24%	+$157K	0.34%	37
2026 Q1	$685K	Buy	1,592 +368	+30%	+$165K	0.37%	36
2025 Q4	$485K	Sell	1,224 -380	-24%	-$145K	0.28%	44
2025 Q3	$570K	Buy	1,604 +444	+38%	+$141K	0.34%	39
2025 Q2	$354K	Hold	1,160	–	–	0.23%	44
2025 Q1	$334K	Hold	1,160	–	–	0.23%	48
2024 Q4	$281K	Buy	1,160 +40	+4%	+$9.83K	0.19%	52
2024 Q3	$272K	Hold	1,120	–	–	0.19%	60
2024 Q2	$241K	Sell	1,120 -3	-0.3%	-$649	0.19%	58
2024 Q1	$231K	Hold	1,123	–	–	0.16%	75
2023 Q4	$215K	Buy	+1,123	New	+$206K	0.16%	73
2023 Q3	–	Sell	-1,123	Closed	-$200K	–	63
2023 Q2	$200K	Hold	1,123	–	–	0.18%	58
2023 Q1	$206K	Buy	+1,123	New	+$198K	0.2%	52
2022 Q3	–	Sell	-1,210	Closed	-$204K	–	53
2022 Q2	$204K	Buy	1,210 +16	+1%	+$2.79K	0.26%	54
2022 Q1	$216K	Hold	1,194	–	–	0.17%	57
2021 Q4	$205K	Buy	+1,194	New	+$200K	0.16%	68

Other funds holding GLD

PIS

PPSC Investment Service Tokyo, Japan $1.58B AUM 47.89% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

SFA

Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return

Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return

TWC

TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

MFIM

Mesirow Financial Investment Management Chicago, Illinois $6.37B AUM 23.22% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Kellett Wealth Advisors's GLD Position: Q2 2026 in Review

Kellett Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 24% in Q2 2026, buying an estimated $157K and bringing the position to 1,972 shares worth $726K. The position accounts for 0.34% of the portfolio, ranked #37.

Kellett Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 16 quarters since. 1,128 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Kellett Wealth Advisors held 1,972 shares of SPDR Gold Trust worth $726K as of Q2 2026.
Kellett Wealth Advisors bought 380 SPDR Gold Trust shares in Q2 2026, an estimated $157K.
SPDR Gold Trust made up 0.34% of Kellett Wealth Advisors's portfolio in Q2 2026, its #37 holding.
Kellett Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 16 quarters since.
1,128 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Kellett Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.