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 Q3	$912K	Buy	2,395 +423	+21%	+$165K	0.33%	41
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%	+$9.8K	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

PPSC Investment Service Tokyo, Japan $1.68B AUM 31.02% 1-Year Est. Return

OpenArc Corporate Advisory Atlanta, Georgia $8.86B AUM 19.31% 1-Year Est. Return

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

GLOBALT Investments Atlanta, Georgia $2.9B AUM 14.84% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Kellett Wealth Advisors's GLD Position: Q3 2026 in Review

Kellett Wealth Advisors increased its SPDR Gold Trust (GLD) stake by 21% in Q3 2026, buying an estimated $165K and bringing the position to 2,395 shares worth $912K. The position accounts for 0.33% of the portfolio, ranked #41.

Kellett Wealth Advisors first reported a position in GLD in Q4 2021 and has held it in 17 quarters since. 1,207 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Kellett Wealth Advisors held 2,395 shares of SPDR Gold Trust worth $912K as of Q3 2026.
Kellett Wealth Advisors bought 423 SPDR Gold Trust shares in Q3 2026, an estimated $165K.
SPDR Gold Trust made up 0.33% of Kellett Wealth Advisors's portfolio in Q3 2026, its #41 holding.
Kellett Wealth Advisors first reported a position in SPDR Gold Trust in Q4 2021 and has held it in 17 quarters since.
1,207 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Kellett Wealth Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.