Discipline Wealth Solutions
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Discipline Wealth Solutions’s iShares Gold Trust Micro IAUM Stock Holding History

Discipline Wealth Solutions’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$214K Hold
5,168
– – 0.02% 191
2026
Q2 		$207K Sell
5,168
-2,000
-28% -$89.9K 0.02% 194
2026
Q1 		$335K Hold
7,168
– – 0.04% 143
2025
Q4 		$308K Buy
+7,168
New +$297K 0.06% 137

Other funds holding IAUM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Alaska Permanent Fund
Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
School Employees Retirement Board of Ohio
School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return
Allianz
Allianz Munich, Germany $9.7B AUM 12.94% 1-Year Est. Return
AlTi Global
AlTi Global New York $4.86B AUM 17.35% 1-Year Est. Return
AlphaCore Capital
AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

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

Discipline Wealth Solutions held its iShares Gold Trust Micro (IAUM) position steady in Q3 2026 at 5,168 shares worth $214K. The position accounts for 0.02% of the portfolio, ranked #191.

Discipline Wealth Solutions first reported a position in IAUM in Q4 2025 and has held it in 4 quarters since. The position peaked at $335K in Q1 2026. 234 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

  • Discipline Wealth Solutions held 5,168 shares of iShares Gold Trust Micro worth $214K as of Q3 2026.
  • Discipline Wealth Solutions left its iShares Gold Trust Micro share count unchanged in Q3 2026.
  • iShares Gold Trust Micro made up 0.02% of Discipline Wealth Solutions's portfolio in Q3 2026, its #191 holding.
  • Discipline Wealth Solutions first reported a position in iShares Gold Trust Micro in Q4 2025 and has held it in 4 quarters since.
  • Discipline Wealth Solutions's iShares Gold Trust Micro position peaked at $335K in Q1 2026.
  • 234 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

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