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Upper Left Wealth Management, LLC → IBIT

Upper Left Wealth Management, LLC IBIT Position History

iShares Bitcoin Trust ETF • Financial Services

Quarters held
7
Latest value
$6.8M
Q3 2026
Peak value
$6.8M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$52K
Q3 2025$6.2M
Q4 2025$5.6M
Q4 2025$40K
Q1 2026$5.8M
Q2 2026$5.4M
Q3 2026$6.8M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6.8M143.9K——
Q2 2026$5.4M163.6K——
Q1 2026$5.8M151.4K——
Q4 2025$40K800——
Q4 2025$5.6M112.1K——
Q3 2025$6.2M95.8K——
Q3 2025$52K800——

Other funds holding IBIT

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