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Kellett Wealth Advisors, LLC → SGOL

Kellett Wealth Advisors, LLC SGOL Position History

SGOL

Quarters held
1
Latest value
$5.7M
Q3 2026
Peak value
$5.7M
First seen
Q3 2026

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$5.7M143.9K——

Other funds holding SGOL

Other Kellett Wealth Advisors, LLC positions

SPY

STATE STR SPDR S&P 500 ETF T

$38.5M
SPY

SPDR S&P 500 ETF TR

$38.2M
SPY

SPDR S&P 500 ETF TR

$37M
SPY

STATE STR SPDR S&P 500 ETF T

$32.8M
ETHA

ISHARES TR

$30.4M
STT-PG

SPDR SERIES TRUST

$24.1M
SCHW-PJ

SCHWAB STRATEGIC TR

$20.7M
SPY

STATE STR SPDR S&P 500 ETF T

$16.3M
Kellett Wealth Advisors, LLC SGOL Holdings: 13F Position History | Track13F