iShares Gold Trust shares owned by Upper Left Wealth Management
Quarter-by-quarter ownership of iShares Gold Trust (IAU) shares owned by Upper Left Wealth Management
from 13F filings
Historical chart of Upper Left Wealth Management investment in iShares Gold Trust
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All positions including iShares Gold Trust held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in iShares Gold Trust by Upper Left Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $15M | 203k | 72.77 |
| 2025-06-30 | $13M | 209k | 62.36 |
| 2025-03-31 | $13M | 223k | 58.96 |
| 2024-12-31 | $11M | 230k | 49.51 |
| 2024-09-30 | $11M | 228k | 47.28 |
| 2024-06-30 | $9.3M | 211k | 43.93 |
| 2024-03-31 | $8.9M | 212k | 42.01 |
| 2023-12-31 | $7.7M | 198k | 39.03 |
| 2023-09-30 | $7.6M | 217k | 34.99 |
| 2023-06-30 | $7.6M | 209k | 36.39 |
| 2023-03-31 | $7.9M | 213k | 37.37 |
| 2022-12-31 | $7.5M | 218k | 34.59 |
| 2022-09-30 | $7.2M | 225k | 32.15 |
| 2022-06-30 | $7.8M | 226k | 34.31 |
| 2021-12-31 | $8.6M | 248k | 34.80 |
More positions owned by Upper Left Wealth Management
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