ULWM
Upper Left Wealth Management’s iShares Gold Trust IAU Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $13M | Sell |
209,046
-14,105
| -6% | -$880K | 8.7% | 1 |
|
|
2025
Q1 | $13.2M | Sell |
223,151
-6,910
| -3% | -$407K | 9.43% | 1 |
|
|
2024
Q4 | $11.4M | Buy |
230,061
+1,680
| +0.7% | +$83.2K | 9.74% | 1 |
|
|
2024
Q3 | $10.8M | Buy |
228,381
+17,305
| +8% | +$818K | 9.44% | 1 |
|
|
2024
Q2 | $9.27M | Sell |
211,076
-449
| -0.2% | -$19.7K | 8.38% | 1 |
|
|
2024
Q1 | $8.89M | Buy |
211,525
+13,113
| +7% | +$551K | 8.24% | 1 |
|
|
2023
Q4 | $7.74M | Sell |
198,412
-19,037
| -9% | -$743K | 7.59% | 1 |
|
|
2023
Q3 | $7.61M | Buy |
217,449
+8,304
| +4% | +$291K | 7.92% | 1 |
|
|
2023
Q2 | $7.61M | Sell |
209,145
-3,535
| -2% | -$129K | 8.46% | 1 |
|
|
2023
Q1 | $7.95M | Sell |
212,680
-5,334
| -2% | -$199K | 9.03% | 1 |
|
|
2022
Q4 | $7.54M | Sell |
218,014
-6,837
| -3% | -$236K | 8.91% | 1 |
|
|
2022
Q3 | $7.23M | Sell |
224,851
-1,172
| -0.5% | -$37.7K | 9.39% | 1 |
|
|
2022
Q2 | $7.76M | Buy |
+226,023
| New | +$7.76M | 8.98% | 1 |
|
|
2022
Q1 | – | Sell |
-248,182
| Closed | -$8.64M | – | 53 |
|
|
2021
Q4 | $8.64M | Buy |
+248,182
| New | +$8.64M | 8.62% | 1 |
|