DWS
IAU icon

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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Discipline Wealth Solutions increased its iShares Gold Trust (IAU) stake by 5% in Q1 2026, buying an estimated $337K and bringing the position to 77,256 shares worth $6.81M. The position accounts for 0.72% of the portfolio, ranked #39.

Discipline Wealth Solutions first reported a position in IAU in Q4 2024 and has held it in 5 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Discipline Wealth Solutions held 77,256 shares of iShares Gold Trust worth $6.81M as of Q1 2026.
  • Discipline Wealth Solutions bought 3,676 iShares Gold Trust shares in Q1 2026, an estimated $337K.
  • iShares Gold Trust made up 0.72% of Discipline Wealth Solutions's portfolio in Q1 2026, its #39 holding.
  • Discipline Wealth Solutions first reported a position in iShares Gold Trust in Q4 2024 and has held it in 5 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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