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Discipline Wealth Solutions, LLC

Position in PHYS — Sprott Physical Gold Trust

CIK 2010507 GREENVILLE, SC

Position in PHYS

as of Mar 31, 2026 · filed Apr 17, 2026
Position Value
$1,116,395
New position
Shares Held
31,501
first reported quarter
Ownership
0.007%
of shares outstanding
% of Portfolio
1.79%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Position in Asset Management

Financial Services · as of Mar 31, 2026

Discipline Wealth Solutions, LLC holds $2,327,738 across 3 Asset Management names. PHYS ranks #1 (48.0% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 PHYS
Sprott Physical Gold Trust
This page
31,501 $1,116,395

All Filings in PHYS

Export CSV
1 filing row on record
Report Date Value (USD) Shares
2026-03-31 $1,116,395 31,501