Discipline Wealth Solutions, LLC

Position in GOF — Guggenheim Strategic Opportunities Fund

CIK 2010507 GREENVILLE, SC

Position in GOF

as of Mar 31, 2026 · filed Apr 17, 2026 Compact

Position Value

$335,206

-$250,692 QoQ

Shares Held

30,418

-33.1% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Financial Services · as of Mar 31, 2026

Discipline Wealth Solutions, LLC holds $2,327,738 across 3 Asset Management names. GOF ranks #3 (14.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PHYS	Sprott Physical Gold Trust	31,501	$1,116,395
2	PSLV	Sprott Physical Silver Trust	35,922	$876,137
3	GOF	Guggenheim Strategic Opportunities Fund This page	30,418	$335,206

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$335,206	30,418	-33.1%	Shares	Sole	2026-04-17
2025-12-31	$585,898	45,489	+26.6%	Shares	Sole	2026-01-26
2025-09-30	$538,306	35,935	—	Shares	Sole	2025-10-21
No filing history on record for this holder in this stock.