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Discipline Wealth Solutions, LLC

SEC CIK
0002010507
Latest filing
Jul 21, 2026

IAUM holding history

iShares Gold Trust Micro in every 13F filed by Discipline Wealth Solutions, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAUM overviewAll 13F holders of IAUMFull Q2 2026 holdings

Shares (Q2 2026)
5,168
Value
$206.8K
% of portfolio
<0.1%
Quarters held
3
Since Q4 2025
Holdings of IAUM by Discipline Wealth Solutions, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20265,168$206.8K<0.1%−2,000−27.9%ReducedHolders
Q1 20267,168$334.7K<0.1%00.0%UnchangedHolders
Q4 20257,168$308.2K0.1%+7,168NewHolders