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Upper Left Wealth Management’s iShares Gold Trust IAU Stock Holding History

Upper Left Wealth Management’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$9.28M Sell
118,799
-46,699
-28% -$3.74M 4.81% 3
2026
Q2 		$12.5M Buy
165,498
+6,418
+4% +$545K 6.92% 1
2026
Q1 		$14M Sell
159,080
-26,876
-14% -$2.47M 8.28% 1
2025
Q4 		$15.1M Sell
185,956
-16,712
-8% -$1.31M 9.2% 1
2025
Q3 		$14.7M Sell
202,668
-6,378
-3% -$416K 9.26% 1
2025
Q2 		$13M Sell
209,046
-14,105
-6% -$874K 8.7% 1
2025
Q1 		$13.2M Sell
223,151
-6,910
-3% -$374K 9.43% 1
2024
Q4 		$11.4M Buy
230,061
+1,680
+0.7% +$84.4K 9.74% 1
2024
Q3 		$10.8M Buy
228,381
+17,305
+8% +$810K 9.44% 1
2024
Q2 		$9.27M Sell
211,076
-449
-0.2% -$19.8K 8.38% 1
2024
Q1 		$8.89M Buy
211,525
+13,113
+7% +$514K 8.24% 1
2023
Q4 		$7.74M Sell
198,412
-19,037
-9% -$712K 7.59% 1
2023
Q3 		$7.61M Buy
217,449
+8,304
+4% +$303K 7.92% 1
2023
Q2 		$7.61M Sell
209,145
-3,535
-2% -$133K 8.46% 1
2023
Q1 		$7.95M Sell
212,680
-5,334
-2% -$191K 9.03% 1
2022
Q4 		$7.54M Sell
218,014
-6,837
-3% -$225K 8.91% 1
2022
Q3 		$7.23M Sell
224,851
-1,172
-0.5% -$38.4K 9.39% 1
2022
Q2 		$7.76M Buy
+226,023
New +$8.04M 8.98% 1
2022
Q1 		– Sell
-248,182
Closed -$8.64M – 53
2021
Q4 		$8.64M Buy
+248,182
New +$8.48M 8.62% 1

Other funds holding IAU

ET
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
PSU
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return
Beacon Investment Advisory Services
Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return
J.M. Forbes & Co
J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return
GenWealth Group
GenWealth Group Maplewood, New Jersey $641M AUM 11.61% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Concurrent Investment Advisors
Concurrent Investment Advisors Tampa, Florida $14.5B AUM 24.52% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Upper Left Wealth Management's IAU Position: Q3 2026 in Review

Upper Left Wealth Management reduced its iShares Gold Trust (IAU) stake by 28% in Q3 2026, selling an estimated $3.74M and leaving 118,799 shares worth $9.28M. The position accounts for 4.81% of the portfolio, ranked #3.

Upper Left Wealth Management first reported a position in IAU in Q4 2021 and has held it in 19 quarters since. The position peaked at $15.1M in Q4 2025. 400 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Upper Left Wealth Management held 118,799 shares of iShares Gold Trust worth $9.28M as of Q3 2026.
  • Upper Left Wealth Management sold 46,699 iShares Gold Trust shares in Q3 2026, an estimated $3.74M.
  • iShares Gold Trust made up 4.81% of Upper Left Wealth Management's portfolio in Q3 2026, its #3 holding.
  • Upper Left Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 19 quarters since.
  • Upper Left Wealth Management's iShares Gold Trust position peaked at $15.1M in Q4 2025.
  • 400 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Upper Left Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.