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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Discipline Wealth Solutions's GLD Position: Q1 2026 in Review

Discipline Wealth Solutions increased its SPDR Gold Trust (GLD) stake by 0.31% in Q1 2026, buying an estimated $13K and bringing the position to 9,404 shares worth $4.05M. The position accounts for 0.43% of the portfolio, ranked #45.

Discipline Wealth Solutions first reported a position in GLD in Q3 2024 and has held it in 7 quarters since. 3,143 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Discipline Wealth Solutions held 9,404 shares of SPDR Gold Trust worth $4.05M as of Q1 2026.
Discipline Wealth Solutions bought 29 SPDR Gold Trust shares in Q1 2026, an estimated $13K.
SPDR Gold Trust made up 0.43% of Discipline Wealth Solutions's portfolio in Q1 2026, its #45 holding.
Discipline Wealth Solutions first reported a position in SPDR Gold Trust in Q3 2024 and has held it in 7 quarters since.
3,143 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Discipline Wealth Solutions's 13F filing for Q1 2026, filed 17 Apr 2026.