SPDR Gold Trust shares owned by Kellett Schaffner Wealth Advisors
Quarter-by-quarter ownership of SPDR Gold Trust (GLD) shares owned by Kellett Schaffner Wealth Advisors
from 13F filings
Historical chart of Kellett Schaffner Wealth Advisors investment in SPDR Gold Trust
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Quarterly reported holdings in SPDR Gold Trust by Kellett Schaffner Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $272k | 1.1k | 243.06 |
| 2024-06-30 | $241k | 1.1k | 215.01 |
| 2024-03-31 | $231k | 1.1k | 205.72 |
| 2023-12-31 | $215k | 1.1k | 191.17 |
| 2023-06-30 | $200k | 1.1k | 178.27 |
| 2023-03-31 | $206k | 1.1k | 183.22 |
| 2022-06-30 | $204k | 1.2k | 168.60 |
| 2022-03-31 | $216k | 1.2k | 180.90 |
| 2021-12-31 | $205k | 1.2k | 171.69 |
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