Back to IAU
Upper Left Wealth Management, LLC → IAU
Upper Left Wealth Management, LLC IAU Position History
iShares Gold Trust • Financial Services
Quarters held
5
Latest value
$9.3M
Q3 2026
Peak value
$15.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $14.7M |
| Q4 2025 | $15.1M |
| Q1 2026 | $14M |
| Q2 2026 | $12.5M |
| Q3 2026 | $9.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $9.3M | 118.8K | — | — |
| Q2 2026 | $12.5M | 165.5K | — | — |
| Q1 2026 | $14M | 159.1K | — | — |
| Q4 2025 | $15.1M | 186.0K | — | — |
| Q3 2025 | $14.7M | 202.7K | — | — |
Other funds holding IAU
$17.2B
$15.1B
$11.1B
$10.7B
$10.3B
$9.9B