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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

Tip: Access up to 7 years of quarterly data

All positions including SPDR Gold Trust held by Kellett Schaffner Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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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
2024-03-31 $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

More positions owned by Kellett Schaffner Wealth Advisors

Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Mid Cap Etf (VO)
Select Sector Spdr Tr Technology (XLK)
Procter & Gamble Company (PG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Select Sector Spdr Tr Financial (XLF)
Ishares Tr Us Consum Discre (IYC)
Vanguard World Industrial Etf (VIS)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Consum Stp Etf (VDC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Select Sector Spdr Tr Energy (XLE)

View all positions for Kellett Schaffner Wealth Advisors

Top funds holding SPDR Gold Trust

Bank of America Corporation
DRW Holdings
UBS Group
Citadel Advisors
Wells Fargo & Company
Goldman Sachs Group
Citigroup
Parallax Volatility Advisers
First Eagle Investment Management
Wolverine Trading
Barclays
Millennium Management
Rokos Capital Management
CTC
BlueCrest Capital Management

View all funds holding SPDR Gold Trust