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Upper Left Wealth Management, LLC → GLD

Upper Left Wealth Management, LLC GLD Position History

SPDR Gold Shares • Basic Materials

Quarters held
10
Latest value
$4.5M
Q3 2026
Peak value
$6.3M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$1.6M
Q3 2025$6M
Q4 2025$1.6M
Q4 2025$6.3M
Q1 2026$1.4M
Q1 2026$5.9M
Q2 2026$1.2M
Q2 2026$4.9M
Q3 2026$1.3M
Q3 2026$4.5M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$4.5M54.5K——
Q3 2026$1.3M3.5K——
Q2 2026$4.9M62.2K——
Q2 2026$1.2M3.3K——
Q1 2026$5.9M63.2K——
Q1 2026$1.4M3.3K——
Q4 2025$6.3M74.2K——
Q4 2025$1.6M4.1K——
Q3 2025$6M78.8K——
Q3 2025$1.6M4.6K——

Other funds holding GLD

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