WRPWM
Werba Rubin Papier Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Hold |
11,443
| – | – | 0.13% | 90 |
|
|
2025
Q1 | $675K | Buy |
11,443
+209
| +2% | +$12.3K | 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% | -$703 | 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% | +$560 | 0.14% | 68 |
|
|
2023
Q2 | $409K | Hold |
11,234
| – | – | 0.14% | 66 |
|
|
2023
Q1 | $420K | Sell |
11,234
-54
| -0.5% | -$2.02K | 0.16% | 61 |
|
|
2022
Q4 | $390K | Buy |
+11,288
| New | +$390K | 0.16% | 61 |
|