Upper Left Wealth Management, LLC
Net buyer this quarter
$180M
20
+$3.78M
17.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 IAU | $12.5M | 6.92% | 0.02% | +4.0% | Q4 2021 |
| IBIT | $5.44M | 3.02% | 0.01% | +8.0% | Q1 2024 |
 GLDM | $4.94M | 2.74% | 0.02% | -1.6% | Q4 2021 |
| SPY | $2.37M | 1.32% | Not reported | +6.3% | Q4 2021 |
 SGOL | $1.21M | 0.67% | 0.02% | +166.6% | Q4 2022 |
| GLD | $1.21M | 0.67% | 0.00% | -0.8% | Q4 2021 |
 BTC | $1.12M | 0.62% | 0.04% | +43.9% | Q1 2025 |
| IAUM | $881K | 0.49% | 0.01% | New | Q2 2026 |
 GBTC | $877K | 0.49% | 0.01% | Not reported | Q1 2024 |
 FBTC | $703K | 0.39% | 0.01% | +5.3% | Q3 2024 |
 QQQ | $557K | 0.31% | Not reported | +0.4% | Q1 2025 |
| USRT | $456K | 0.25% | Not reported | -2.3% | Q3 2023 |
 DJP | $366K | 0.20% | Not reported | +34.7% | Q1 2026 |
 MU | $366K | 0.20% | 0.00% | Not reported | Q4 2025 |
 BITB | $313K | 0.17% | 0.01% | -36.6% | Q4 2025 |
 DE | $296K | 0.16% | 0.00% | New | Q2 2026 |
| SCZ | $288K | 0.16% | Not reported | +1.0% | Q4 2024 |
 ARKB | $274K | 0.15% | 0.01% | +2.7% | Q1 2026 |
 TT | $246K | 0.14% | 0.00% | New | Q2 2026 |
 AAPL | $232K | 0.13% | 0.00% | Not reported | Q1 2026 |
| Q1 2026 | |||||
| IAU | $14M | 8.28% | 0.02% | -14.5% | Q4 2021 |
| GLDM | $5.86M | 3.46% | 0.02% | -14.8% | Q4 2021 |
| IBIT | $5.82M | 3.43% | 0.01% | +35.0% | Q1 2024 |
| SPY | $1.94M | 1.15% | Not reported | +11.0% | Q4 2021 |
| GLD | $1.42M | 0.84% | 0.00% | -20.1% | Q4 2021 |
| GBTC | $1.02M | 0.60% | 0.01% | -8.1% | Q1 2024 |
| BTC | $903K | 0.53% | 0.03% | +29.2% | Q1 2025 |
| FBTC | $772K | 0.46% | 0.01% | +35.3% | Q3 2024 |
| BITB | $570K | 0.34% | 0.02% | +175.3% | Q4 2025 |
| SGOL | $531K | 0.31% | 0.01% | -21.0% | Q4 2022 |
| QQQ | $435K | 0.26% | Not reported | +16.2% | Q1 2025 |
| USRT | $415K | 0.25% | Not reported | -0.4% | Q3 2023 |
| ARKB | $309K | 0.18% | 0.01% | New | Q1 2026 |
| DJP | $299K | 0.18% | Not reported | New | Q1 2026 |
| SCZ | $271K | 0.16% | Not reported | -2.5% | Q4 2024 |
| AAPL | $204K | 0.12% | 0.00% | New | Q1 2026 |
| Q4 2025 | |||||
| IAU | $15.1M | 9.20% | 0.02% | -8.3% | Q4 2021 |
| GLDM | $6.34M | 3.86% | 0.03% | -5.8% | Q4 2021 |
| IBIT | $5.57M | 3.39% | 0.01% | +17.1% | Q1 2024 |
| SPY | $1.84M | 1.12% | Not reported | -1.4% | Q4 2021 |
| GLD | $1.64M | 1.00% | 0.00% | -10.5% | Q4 2021 |
| GBTC | $1.43M | 0.87% | 0.01% | +0.1% | Q1 2024 |
| BTC | $902K | 0.55% | 0.02% | +14.2% | Q1 2025 |
| FBTC | $737K | 0.45% | 0.00% | +11.4% | Q3 2024 |
| SGOL | $619K | 0.38% | 0.01% | -2.9% | Q4 2022 |
| USRT | $401K | 0.24% | Not reported | +47.4% | Q3 2023 |
| QQQ | $398K | 0.24% | Not reported | +1.9% | Q1 2025 |
 PEGA | $358K | 0.22% | 0.00% | Not reported | Q3 2024 |
| SCZ | $275K | 0.17% | Not reported | +7.5% | Q4 2024 |
| BITB | $268K | 0.16% | 0.01% | New | Q4 2025 |
| MU | $266K | 0.16% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| IAU | $14.7M | 9.26% | 0.03% | -3.1% | Q4 2021 |
| IBIT | $6.22M | 3.91% | 0.01% | -0.7% | Q1 2024 |
| GLDM | $6.03M | 3.78% | 0.03% | -2.7% | Q4 2021 |
| GBTC | $1.88M | 1.18% | 0.01% | -0.4% | Q1 2024 |
| SPY | $1.82M | 1.14% | Not reported | -2.6% | Q4 2021 |
| GLD | $1.64M | 1.03% | 0.00% | -3.3% | Q4 2021 |
| BTC | $1.03M | 0.65% | 0.02% | +4.4% | Q1 2025 |
| FBTC | $866K | 0.54% | 0.00% | -0.3% | Q3 2024 |
| SGOL | $571K | 0.36% | 0.01% | -8.2% | Q4 2022 |
| QQQ | $382K | 0.24% | Not reported | Not reported | Q1 2025 |
| PEGA | $345K | 0.22% | 0.00% | Not reported | Q3 2024 |
| USRT | $281K | 0.18% | Not reported | -0.2% | Q3 2023 |
| SCZ | $253K | 0.16% | Not reported | +4.1% | Q4 2024 |