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Ishares Gold Tr shares owned by Discipline Wealth Solutions

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Discipline Wealth Solutions from 13F filings

Historical chart of Discipline Wealth Solutions investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Discipline Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Discipline Wealth Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $308k 7.2k 42.99

More positions owned by Discipline Wealth Solutions

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Us Aggbd Et (AGG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Us High Profitab (DUHP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Small Cp Etf (VB)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Intl Core Equity (DFIC)

View all positions for Discipline Wealth Solutions

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
Adventist Health System Sunbelt Healthcare Corp
Alaska Permanent Fund Corp
School Employees Retirement Board Of Ohio
Ronald Blue Trust
Vident Advisory
AlTi Global
Teacher Retirement System Of Texas
Heck Capital Advisors
Diam
PFG Financial Advisors
Jpmorgan Chase & Co
Sanctuary Advisors
Fifth Third Bancorp
AlphaCore Capital

View all funds holding Ishares Gold Tr