ULWM
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Upper Left Wealth Management’s iShares Gold Trust Micro IAUM Stock Holding History

Upper Left Wealth Management’s Portfolio IAUM Stock Details IAUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-22,021
Closed -$881K – 75
2026
Q2 		$881K Buy
+22,021
New +$990K 0.49% 42

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Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
SL
SFM LLC Manchester, New Hampshire $199M AUM 11.66% 1-Year Est. Return
MWM
Maltin Wealth Management Ridgewood, New Jersey $308M AUM 16.5% 1-Year Est. Return
MWML
M Wealth Management LLC San Diego, California $130M AUM 10.88% 1-Year Est. Return
OCWP
Owl Creek Wealth Partners Denver, Colorado $355M AUM
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

Upper Left Wealth Management sold out of iShares Gold Trust Micro (IAUM) in Q3 2026, closing a stake of 22,021 shares — an estimated $881K sold.

Upper Left Wealth Management first reported a position in IAUM in Q2 2026 and held it in 1 quarter. The position peaked at $881K in Q2 2026. 59 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

  • Upper Left Wealth Management reported no remaining iShares Gold Trust Micro position as of Q3 2026 after selling out during the quarter.
  • Upper Left Wealth Management sold 22,021 iShares Gold Trust Micro shares in Q3 2026, an estimated $881K.
  • Upper Left Wealth Management first reported a position in iShares Gold Trust Micro in Q2 2026 and held it in 1 quarter.
  • Upper Left Wealth Management's iShares Gold Trust Micro position peaked at $881K in Q2 2026.
  • 59 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

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