Discipline Wealth Solutions’s SPDR Gold Trust GLD Stock Holding History

Discipline Wealth Solutions’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.86M	Buy	10,476 +1,072	+11%	+$444K	0.34%	48
2026 Q1	$4.05M	Buy	9,404 +29	+0.3%	+$13K	0.43%	45
2025 Q4	$3.72M	Buy	9,375 +189	+2%	+$72.2K	0.69%	32
2025 Q3	$3.27M	Buy	9,186 +131	+1%	+$41.7K	0.86%	23
2025 Q2	$2.76M	Buy	9,055 +1,535	+20%	+$465K	1.06%	17
2025 Q1	$2.17M	Buy	7,520 +1,610	+27%	+$426K	1.03%	17
2024 Q4	$1.43M	Buy	5,910 +3,218	+120%	+$791K	0.66%	26
2024 Q3	$654K	Buy	+2,692	New	+$616K	0.35%	37

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Discipline Wealth Solutions's GLD Position: Q2 2026 in Review

Discipline Wealth Solutions increased its SPDR Gold Trust (GLD) stake by 11% in Q2 2026, buying an estimated $444K and bringing the position to 10,476 shares worth $3.86M. The position accounts for 0.34% of the portfolio, ranked #48.

Discipline Wealth Solutions first reported a position in GLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $4.05M in Q1 2026. 3,023 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Discipline Wealth Solutions held 10,476 shares of SPDR Gold Trust worth $3.86M as of Q2 2026.
Discipline Wealth Solutions bought 1,072 SPDR Gold Trust shares in Q2 2026, an estimated $444K.
SPDR Gold Trust made up 0.34% of Discipline Wealth Solutions's portfolio in Q2 2026, its #48 holding.
Discipline Wealth Solutions first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 8 quarters since.
Discipline Wealth Solutions's SPDR Gold Trust position peaked at $4.05M in Q1 2026.
3,023 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.