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Ishares Gold Tr shares owned by Upper Left Wealth Management

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Upper Left Wealth Management from 13F filings

Historical chart of Upper Left Wealth Management investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Upper Left Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Upper Left Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $881k 22k 40.01

More positions owned by Upper Left Wealth Management

Ishares Gold Tr Ishares New (IAU)
Spdr Series Trust St Str P500etf (SPYM)
Abrdn Etfs Bbrg All Comd K1 (BCI)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Schwab Strategic Tr Us Reit Etf (SCHH)
Spdr Series Trust St Intl Bbg Etf (BWX)
Litman Gregory Fds Tr Imgp Dbi Man Etf (DBMF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Spdr Series Trust St Str Blo 1 Etf (BIL)
World Gold Tr Spdr Gld Minis (GLDM)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Ishares Tr Msci China Etf (MCHI)

View all positions for Upper Left Wealth Management

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
School Employees Retirement Board Of Ohio
Alaska Permanent Fund Corp
Bank of America Corporation
BlackRock
Diam
Ronald Blue Trust
AlTi Global
AlphaCore Capital
Raymond James Financial
Fifth Third Bancorp
Milestone Group
Mirae Asset Global Investments
Vident Advisory
Heck Capital Advisors

View all funds holding Ishares Gold Tr