ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Upper Left Wealth Management, LLC's Holding History (CIK: 0001911228)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 185,956 Value ($000) $15,094 Avg Close — Range —
Q3 2025
Shares 202,668 Value ($000) $14,748 Avg Close — Range —
Q2 2025
Shares 209,046 Value ($000) $13,036 Avg Close — Range —
Q1 2025
Shares 223,151 Value ($000) $13,157 Avg Close — Range —
Q4 2024
Shares 230,061 Value ($000) $11,390 Avg Close — Range —
Q3 2024
Shares 228,381 Value ($000) $10,798 Avg Close — Range —
Q2 2024
Shares 211,076 Value ($000) $9,273 Avg Close — Range —
Q1 2024
Shares 211,525 Value ($000) $8,886 Avg Close — Range —
Q4 2023
Shares 198,412 Value ($000) $7,744 Avg Close — Range —
Q3 2023
Shares 217,449 Value ($000) $7,609 Avg Close — Range —
Q2 2023
Shares 209,145 Value ($000) $7,611 Avg Close — Range —
Q1 2023
Shares 212,680 Value ($000) $7,948 Avg Close — Range —
Q4 2022
Shares 218,014 Value ($000) $7,541 Avg Close — Range —
Q3 2022
Shares 224,851 Value ($000) $7,228 Avg Close — Range —
Q2 2022
Shares 226,023 Value ($000) $7,755 Avg Close — Range —
Q4 2021
Shares 248,182 Value ($000) $8,637 Avg Close — Range —