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Upper Left Wealth Management, LLC

SEC CIK
0001911228
Latest filing
Jul 14, 2026

IAUM holding history

iShares Gold Trust Micro in every 13F filed by Upper Left Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAUM overviewAll 13F holders of IAUMFull Q2 2026 holdings

Shares (Q2 2026)
22,021
Value
$881.1K
% of portfolio
0.5%
Quarters held
1
Since Q2 2026
Holdings of IAUM by Upper Left Wealth Management, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202622,021$881.1K0.5%+22,021NewHolders