Discipline Wealth Solutions’s iShares Gold Trust IAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$3.81M	Sell	48,774 -27,515	-36%	-$2.21M	0.33%	49
2026 Q2	$5.76M	Sell	76,289 -967	-1%	-$82.1K	0.5%	42
2026 Q1	$6.81M	Buy	77,256 +3,676	+5%	+$337K	0.72%	39
2025 Q4	$5.97M	Sell	73,580 -53	-0.1%	-$4.14K	1.11%	24
2025 Q3	$5.36M	Buy	+73,633	New	+$4.8M	1.41%	16
2025 Q2	–	Sell	-6,940	Closed	-$409K	–	93
2025 Q1	$409K	Sell	6,940 -769	-10%	-$41.6K	0.2%	52
2024 Q4	$382K	Buy	+7,709	New	+$387K	0.18%	57

Other funds holding IAU

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return

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

Cadinha & Co Honolulu, Hawaii $616M AUM 24.55% 1-Year Est. Return

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

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Discipline Wealth Solutions reduced its iShares Gold Trust (IAU) stake by 36% in Q3 2026, selling an estimated $2.21M and leaving 48,774 shares worth $3.81M. The position accounts for 0.33% of the portfolio, ranked #49.

Discipline Wealth Solutions first reported a position in IAU in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.81M in Q1 2026. 576 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Discipline Wealth Solutions held 48,774 shares of iShares Gold Trust worth $3.81M as of Q3 2026.
Discipline Wealth Solutions sold 27,515 iShares Gold Trust shares in Q3 2026, an estimated $2.21M.
iShares Gold Trust made up 0.33% of Discipline Wealth Solutions's portfolio in Q3 2026, its #49 holding.
Discipline Wealth Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 7 quarters since.
Discipline Wealth Solutions's iShares Gold Trust position peaked at $6.81M in Q1 2026.
576 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

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