Kellett Wealth Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Kellett Wealth Advisors’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$5.69M	Buy	+143,937	New	+$5.84M	2.08%	11

Other funds holding SGOL

TCM

Towneley Capital Management Laguna Hills, California $505M AUM 9.93% 1-Year Est. Return

SFGP

Stonebridge Financial Group (Pennsylvania) Wormleysburg, Pennsylvania $1.36B AUM 14.31% 1-Year Est. Return

WWM

WT Wealth Management Scottsdale, Arizona $357M AUM 15.82% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.51B AUM 13.02% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

TNAM

Terra Nova Asset Management New York $155M AUM 33.52% 1-Year Est. Return

Fiduciary Alliance Greenville, South Carolina $1.33B AUM 15.58% 1-Year Est. Return

GIL

Go Invest LLC West Jordan, Utah $473M AUM 9.71% 1-Year Est. Return

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

CWM

Centurion Wealth Management Mclean, Virginia $415M AUM 17.23% 1-Year Est. Return

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

Kellett Wealth Advisors opened a new position in abrdn Physical Gold Shares ETF (SGOL) in Q3 2026: 143,937 shares worth $5.69M. The stake represents 2.08% of the portfolio and ranks #11 among its holdings.

66 funds tracked by Wall St. Rank hold SGOL as of Q3 2026.

Kellett Wealth Advisors held 143,937 shares of abrdn Physical Gold Shares ETF worth $5.69M as of Q3 2026.
abrdn Physical Gold Shares ETF was a new Kellett Wealth Advisors position in Q3 2026.
abrdn Physical Gold Shares ETF made up 2.08% of Kellett Wealth Advisors's portfolio in Q3 2026, its #11 holding.
66 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2026.

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