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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

BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return
GG
GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return
SPIA
Strategic Point Investment Advisors Providence, Rhode Island $767M AUM 17.58% 1-Year Est. Return
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CWM
Chemistry Wealth Management New York $625M AUM 19.32% 1-Year Est. Return
MSWM
Mader & Shannon Wealth Management Kansas City, Missouri $214M AUM 23.75% 1-Year Est. Return
CCG
Chatham Capital Group Savannah, Georgia $783M AUM 31.99% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 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. 348 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.
  • 348 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.