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Upper Left Wealth Management, LLC: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Upper Left Wealth Management, LLC on IAU, newest first. How the timeline and the estimate are built.

Upper Left Wealth Management, LLC held 165,498 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 165,498 shares
    Change vs previous 13F +6,418 shares

    6.92% of the 13F portfolio, value $12,496,754.

    13F-HR 0002085853-26-000723 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 159,080 shares
    Change vs previous 13F -26,876 shares

    8.28% of the 13F portfolio, value $14,024,493.

    13F-HR 0002085853-26-000397 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 185,956 shares
    Change vs previous 13F -16,712 shares

    9.2% of the 13F portfolio, value $15,094,049.

    13F-HR 0002085853-26-000065 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 202,668 shares
    Change vs previous 13F -6,378 shares

    9.26% of the 13F portfolio, value $14,748,151.

    13F-HR 0002085853-25-000128 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 209,046 shares
    Change vs previous 13F -14,105 shares

    8.7% of the 13F portfolio, value $13,036,109.

    13F-HR 0001667731-25-000740 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 223,151 shares
    Change vs previous 13F -6,910 shares

    9.44% of the 13F portfolio, value $13,156,983.

    13F-HR 0001667731-25-000422 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 230,061 shares
    Change vs previous 13F +1,680 shares

    9.74% of the 13F portfolio, value $11,390,321.

    13F-HR 0001667731-25-000107 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 228,381 shares
    Change vs previous 13F not available

    9.46% of the 13F portfolio, value $10,797,854.

    13F-HR 0001911228-24-000004 filed by Upper Left Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).