Upper Left Wealth Management, LLC Ishares Gold Trust Transaction History

Upper Left Wealth Management, LLC

$134 Million
Q1 2025

A detailed history of Upper Left Wealth Management, LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Upper Left Wealth Management, LLC holds 223,151 shares of IAU stock, worth $14.2 Million. This represents 9.85% of its overall portfolio holdings.

Number of Shares

223,151

Previous 230,061 3.0%

Holding current value

$14.2 Million

Previous $11.4 Million 15.5%

% of portfolio

9.85%

Previous 10.2%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	SELL	$49.74 - $58.96 $343,703 - $407,413	-6,910 Reduced 3.0%	223,151 $13.2 Million
Q4 2024 Jan 23, 2025	BUY	$48.37 - $52.65 $81,261 - $88,452	1,680 Added 0.74%	230,061 $11.4 Million
Q3 2024 Nov 13, 2024	BUY	$44.06 - $50.5 $762,458 - $873,902	17,305 Added 8.2%	228,381 $11.4 Million
Q2 2024 Jul 25, 2024	SELL	$42.46 - $45.89 $19,064 - $20,604	-449 Reduced 0.21%	211,076 $9.27 Million
Q1 2024 Apr 23, 2024	BUY	$37.66 - $42.01 $493,835 - $550,877	13,113 Added 6.61%	211,525 $8.89 Million
Q4 2023 Jan 23, 2024	SELL	$34.47 - $39.34 $656,205 - $748,915	-19,037 Reduced 8.75%	198,412 $7.74 Million
Q3 2023 Oct 25, 2023	BUY	$34.99 - $37.48 $290,556 - $311,233	8,304 Added 3.97%	217,449 $7.61 Million
Q2 2023 Jul 25, 2023	SELL	$36.15 - $38.86 $127,790 - $137,370	-3,535 Reduced 1.66%	209,145 $7.61 Million
Q1 2023 Apr 25, 2023	SELL	$34.33 - $37.9 $183,116 - $202,158	-5,334 Reduced 2.45%	212,680 $7.95 Million
Q4 2022 Jan 17, 2023	SELL	$30.88 - $34.6 $211,126 - $236,560	-6,837 Reduced 3.04%	218,014 $0
Q3 2022 Nov 01, 2022	SELL	$30.82 - $34.3 $36,121 - $40,199	-1,172 Reduced 0.52%	224,851 $7.23 Million
Q2 2022 Jul 08, 2022	BUY	$34.31 - $37.62 $7.75 Million - $8.5 Million	226,023 New	226,023 $7.76 Million
Q1 2022 Apr 18, 2022	SELL	$34.0 - $38.98 $8.44 Million - $9.67 Million	-248,182 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$33.36 - $35.53 $8.28 Million - $8.82 Million	248,182 New	248,182 $8.64 Million

Others Institutions Holding IAU

# of Institutions

1,582

Shares Held

385M

Call Options Held

5.69M

Put Options Held

23.2M

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $54B

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Upper Left Wealth Management, LLC Ishares Gold Trust Transaction History