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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
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 		$7.75M 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

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Upper Left Wealth Management's IAU Position: Q2 2026 in Review

Upper Left Wealth Management increased its iShares Gold Trust (IAU) stake by 4% in Q2 2026, buying an estimated $545K and bringing the position to 165,498 shares worth $12.5M. The position accounts for 6.92% of the portfolio, ranked #1.

Upper Left Wealth Management first reported a position in IAU in Q4 2021 and has held it in 18 quarters since. The position peaked at $15.1M in Q4 2025. 1,908 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Upper Left Wealth Management held 165,498 shares of iShares Gold Trust worth $12.5M as of Q2 2026.
  • Upper Left Wealth Management bought 6,418 iShares Gold Trust shares in Q2 2026, an estimated $545K.
  • iShares Gold Trust made up 6.92% of Upper Left Wealth Management's portfolio in Q2 2026, its #1 holding.
  • Upper Left Wealth Management first reported a position in iShares Gold Trust in Q4 2021 and has held it in 18 quarters since.
  • Upper Left Wealth Management's iShares Gold Trust position peaked at $15.1M in Q4 2025.
  • 1,908 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Upper Left Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.