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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
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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Discipline Wealth Solutions reduced its iShares Gold Trust (IAU) stake by 1.3% in Q2 2026, selling an estimated $82.1K and leaving 76,289 shares worth $5.76M. The position accounts for 0.5% of the portfolio, ranked #42.

Discipline Wealth Solutions first reported a position in IAU in Q4 2024 and has held it in 6 quarters since. The position peaked at $6.81M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Discipline Wealth Solutions held 76,289 shares of iShares Gold Trust worth $5.76M as of Q2 2026.
  • Discipline Wealth Solutions sold 967 iShares Gold Trust shares in Q2 2026, an estimated $82.1K.
  • iShares Gold Trust made up 0.5% of Discipline Wealth Solutions's portfolio in Q2 2026, its #42 holding.
  • Discipline Wealth Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 6 quarters since.
  • Discipline Wealth Solutions's iShares Gold Trust position peaked at $6.81M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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