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Upper Left Wealth Management, LLC → BTC

Upper Left Wealth Management, LLC BTC Position History

Grayscale Bitcoin Mini Trust ETF • Financial Services

Quarters held
5
Latest value
$1.4M
Q3 2026
Peak value
$1.4M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1M
Q4 2025$902K
Q1 2026$903K
Q2 2026$1.1M
Q3 2026$1.4M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$1.4M38.2K——
Q2 2026$1.1M43.3K——
Q1 2026$903K30.1K——
Q4 2025$902K23.3K——
Q3 2025$1M20.4K——

Other funds holding BTC

Other Upper Left Wealth Management, LLC positions

STT-PG

SPDR SERIES TRUST

$34.1M
VGES

VANGUARD TAX-MANAGED FDS

$22.3M
IAU

ISHARES GOLD TR

$15.1M
IAU

ISHARES GOLD TR

$14.7M
IAU

ISHARES GOLD TR

$14M
IAU

ISHARES GOLD TR

$12.5M
STT-PG

SPDR SERIES TRUST

$10.6M
STT-PG

SPDR SERIES TRUST

$9.7M