Werba Rubin Papier Wealth Management’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $714K | Hold |
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|
2025
Q1 | $675K | Buy |
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|
2024
Q4 | $556K | Hold |
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|
2024
Q3 | $558K | Hold |
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|
2024
Q2 | $494K | Sell |
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|
2024
Q1 | $473K | Hold |
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|
2023
Q4 | $439K | Hold |
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|
2023
Q3 | $394K | Buy |
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|
2023
Q2 | $409K | Hold |
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|
2023
Q1 | $420K | Sell |
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|
2022
Q4 | $390K | Buy |
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