Kastel Capital Advisors, LLC
Top Portfolio Positions
6 positions ·
$6,006,508 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| SGOL |
abrdn Gold ETF Trust
|
103,347 | $4,611,343 | 76.77% | |
| IBIT |
iShares Bitcoin Trust ETF
|
15,577 | $598,468 | 9.96% | |
| AAPL |
Apple Inc.
Technology
|
1,024 | $259,880 | 4.33% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
645 | $185,476 | 3.09% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
3,015 | $177,975 | 2.96% | |
| BR |
Broadridge Financial Solutions, Inc.
Technology
|
1,067 | $173,366 | 2.89% |
Portfolio Trend
2 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,611,343 | 103,347 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $4,245,494 | 103,347 | Shares | Sole | 2026-02-18 | |
| No 13F history on record for this holder in this stock. | ||||||