WRPWM
Werba Rubin Papier Wealth Management’s SPDR Gold Trust GLD Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.85M | Buy |
6,082
+496
| +9% | +$151K | 0.35% | 48 |
|
|
2025
Q1 | $1.61M | Buy |
5,586
+2,486
| +80% | +$716K | 0.35% | 47 |
|
|
2024
Q4 | $751K | Buy |
3,100
+783
| +34% | +$190K | 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% | -$3.6K | 0.14% | 66 |
|
|
2023
Q2 | $417K | Buy |
2,338
+618
| +36% | +$110K | 0.14% | 65 |
|
|
2023
Q1 | $315K | Hold |
1,720
| – | – | 0.12% | 71 |
|
|
2022
Q4 | $292K | Buy |
+1,720
| New | +$292K | 0.12% | 72 |
|