Werba Rubin Papier Wealth Management’s iShares Gold Trust IAU Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$864K	Hold	11,443	–	–	0.1%	111
2026 Q1	$1.01M	Hold	11,443	–	–	0.14%	80
2025 Q4	$929K	Hold	11,443	–	–	0.25%	65
2025 Q3	$833K	Hold	11,443	–	–	0.13%	84
2025 Q2	$714K	Hold	11,443	–	–	0.13%	90
2025 Q1	$675K	Buy	11,443 +209	+2%	+$11.3K	0.15%	85
2024 Q4	$556K	Hold	11,234	–	–	0.13%	92
2024 Q3	$558K	Hold	11,234	–	–	0.13%	96
2024 Q2	$494K	Sell	11,234 -16	-0.1%	-$707	0.14%	89
2024 Q1	$473K	Hold	11,250	–	–	0.14%	82
2023 Q4	$439K	Hold	11,250	–	–	0.15%	62
2023 Q3	$394K	Buy	11,250 +16	+0.1%	+$584	0.14%	68
2023 Q2	$409K	Hold	11,234	–	–	0.14%	66
2023 Q1	$420K	Sell	11,234 -54	-0.5%	-$1.94K	0.16%	61
2022 Q4	$390K	Buy	+11,288	New	+$371K	0.16%	61

Other funds holding IAU

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Werba Rubin Papier Wealth Management held its iShares Gold Trust (IAU) position steady in Q2 2026 at 11,443 shares worth $864K. The position accounts for 0.1% of the portfolio, ranked #111.

Werba Rubin Papier Wealth Management first reported a position in IAU in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.01M in Q1 2026. 1,901 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Werba Rubin Papier Wealth Management held 11,443 shares of iShares Gold Trust worth $864K as of Q2 2026.
Werba Rubin Papier Wealth Management left its iShares Gold Trust share count unchanged in Q2 2026.
iShares Gold Trust made up 0.1% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #111 holding.
Werba Rubin Papier Wealth Management first reported a position in iShares Gold Trust in Q4 2022 and has held it in 15 quarters since.
Werba Rubin Papier Wealth Management's iShares Gold Trust position peaked at $1.01M in Q1 2026.
1,901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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