WORLD GOLD TR

Ticker: GLDM CUSIP: 98149E303 Class: Exchange Traded Fund

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

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

Q4 2025
Shares 74,215 Value ($000) $6,336 Avg Close Range
Q3 2025
Shares 78,811 Value ($000) $6,025 Avg Close Range
Q2 2025
Shares 81,021 Value ($000) $5,308 Avg Close Range
Q1 2025
Shares 86,069 Value ($000) $5,327 Avg Close Range
Q4 2024
Shares 85,987 Value ($000) $4,470 Avg Close Range
Q3 2024
Shares 84,812 Value ($000) $4,206 Avg Close Range
Q2 2024
Shares 72,741 Value ($000) $3,353 Avg Close Range
Q1 2024
Shares 74,262 Value ($000) $3,271 Avg Close Range
Q4 2023
Shares 73,058 Value ($000) $2,989 Avg Close Range
Q3 2023
Shares 79,427 Value ($000) $2,912 Avg Close Range
Q2 2023
Shares 77,133 Value ($000) $2,938 Avg Close Range
Q1 2023
Shares 77,008 Value ($000) $3,012 Avg Close Range
Q4 2022
Shares 78,868 Value ($000) $2,854 Avg Close Range
Q3 2022
Shares 83,495 Value ($000) $2,809 Avg Close Range