Werba Rubin Papier Wealth Management’s SPDR Gold Trust GLD Stock Holding History

Werba Rubin Papier Wealth Management’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.71M	Buy	7,351 +233	+3%	+$96.5K	0.33%	48
2026 Q1	$3.06M	Buy	7,118 +347	+5%	+$155K	0.43%	40
2025 Q4	$2.68M	Buy	6,771 +1,325	+24%	+$506K	0.73%	30
2025 Q3	$1.94M	Sell	5,446 -636	-10%	-$203K	0.31%	49
2025 Q2	$1.85M	Buy	6,082 +496	+9%	+$150K	0.35%	48
2025 Q1	$1.61M	Buy	5,586 +2,486	+80%	+$657K	0.35%	47
2024 Q4	$751K	Buy	3,100 +783	+34%	+$192K	0.18%	75
2024 Q3	$563K	Hold	2,317	–	–	0.13%	95
2024 Q2	$498K	Hold	2,317	–	–	0.14%	88
2024 Q1	$477K	Hold	2,317	–	–	0.14%	80
2023 Q4	$443K	Hold	2,317	–	–	0.15%	61
2023 Q3	$397K	Sell	2,317 -21	-0.9%	-$3.75K	0.14%	66
2023 Q2	$417K	Buy	2,338 +618	+36%	+$114K	0.14%	65
2023 Q1	$315K	Hold	1,720	–	–	0.12%	71
2022 Q4	$292K	Buy	+1,720	New	+$277K	0.12%	72

Other funds holding GLD

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Werba Rubin Papier Wealth Management's GLD Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its SPDR Gold Trust (GLD) stake by 3.3% in Q2 2026, buying an estimated $96.5K and bringing the position to 7,351 shares worth $2.71M. The position accounts for 0.33% of the portfolio, ranked #48.

Werba Rubin Papier Wealth Management first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.06M in Q1 2026. 3,015 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

Werba Rubin Papier Wealth Management held 7,351 shares of SPDR Gold Trust worth $2.71M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 233 SPDR Gold Trust shares in Q2 2026, an estimated $96.5K.
SPDR Gold Trust made up 0.33% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #48 holding.
Werba Rubin Papier Wealth Management first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
Werba Rubin Papier Wealth Management's SPDR Gold Trust position peaked at $3.06M in Q1 2026.
3,015 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.