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 Q3	$3.39M	Sell	8,899 -1,577	-15%	-$617K	0.29%	54
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

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.61B AUM 14.26% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Briaud Financial Planning College Station, Texas $453M AUM 26.83% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Moody Lynn & Lieberson Boston, Massachusetts $1.93B AUM 20.85% 1-Year Est. Return

Northside Capital Management Hood River, Oregon $1.25B AUM 16.02% 1-Year Est. Return

Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Discipline Wealth Solutions's GLD Position: Q3 2026 in Review

Discipline Wealth Solutions reduced its SPDR Gold Trust (GLD) stake by 15% in Q3 2026, selling an estimated $617K and leaving 8,899 shares worth $3.39M. The position accounts for 0.29% of the portfolio, ranked #54.

Discipline Wealth Solutions first reported a position in GLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $4.05M in Q1 2026. 794 funds tracked by Wall St. Rank hold GLD as of Q3 2026.

Discipline Wealth Solutions held 8,899 shares of SPDR Gold Trust worth $3.39M as of Q3 2026.
Discipline Wealth Solutions sold 1,577 SPDR Gold Trust shares in Q3 2026, an estimated $617K.
SPDR Gold Trust made up 0.29% of Discipline Wealth Solutions's portfolio in Q3 2026, its #54 holding.
Discipline Wealth Solutions first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 9 quarters since.
Discipline Wealth Solutions's SPDR Gold Trust position peaked at $4.05M in Q1 2026.
794 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q3 2026.

Based on Discipline Wealth Solutions's 13F filing for Q3 2026, filed 14 Oct 2026.