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Discipline Wealth Solutions, LLC: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Discipline Wealth Solutions, LLC on GLD, newest first. How the timeline and the estimate are built.

Discipline Wealth Solutions, LLC held 10,476 GLD shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 10,476 shares
    Change vs previous 13F +1,072 shares

    0.34% of the 13F portfolio, value $3,858,972.

    13F-HR 0002010507-26-000003 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 9,404 shares
    Change vs previous 13F +29 shares

    0.43% of the 13F portfolio, value $4,046,279.

    13F-HR 0002010507-26-000002 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 9,375 shares
    Change vs previous 13F +189 shares

    0.69% of the 13F portfolio, value $3,715,543.

    13F-HR 0002010507-26-000001 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 9,186 shares
    Change vs previous 13F +131 shares

    0.86% of the 13F portfolio, value $3,265,369.

    13F-HR 0002010507-25-000006 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 9,055 shares
    Change vs previous 13F +1,535 shares

    1.06% of the 13F portfolio, value $2,760,129.

    13F-HR 0002010507-25-000004 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 7,520 shares
    Change vs previous 13F +1,610 shares

    1.03% of the 13F portfolio, value $2,166,686.

    13F-HR 0002010507-25-000002 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 5,910 shares
    Change vs previous 13F +3,218 shares

    0.66% of the 13F portfolio, value $1,431,001.

    13F-HR 0002011580-25-000002 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 2,692 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $654,318.

    13F-HR 0002010507-24-000006 filed by Discipline Wealth Solutions, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).