Upper Left Wealth Management, LLC IAU Holdings History
Upper Left Wealth Management, LLC's iShares Gold Trust Holding Summary
As of 2025-06-30, Upper Left Wealth Management, LLC held 209,046.00 shares of iShares Gold Trust(IAU), totaling $13.04 Mil. This investment constitutes 8.7% of their stock portfolio, and Upper Left Wealth Management, LLC now holds 0.03% of the outstanding iShares Gold Trust(IAU) stock.
The initial trade took place in 2021Q4. And since then Upper Left Wealth Management, LLC has made 5 purchases of IAU, at an average price of $35.45, for a total of 514,607.00 shares. In addition, there have been 9 sales at an average price of $37.42 for 305,561.00 shares. Based on historical transaction data and IAU's current price of $62.26, Upper Left Wealth Management, LLC's estimated gain on his IAU holdings is $6.21 Mil, reflecting a 34.03% gain to date.
Upper Left Wealth Management, LLC IAU ($62.26) Holding Chart
Upper Left Wealth Management, LLC IAU ($62.26) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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