Upper Left Wealth Management, LLC GLDM holdings history
SPDR GOLD MINISHARES TRUST · CUSIP 98149E303 · CIK 1911228
As of 2026-06-30, Upper Left Wealth Management, LLC reported 62.17K GLDM (shares), valued at $4.94M, or 2.74% of its reported non-derivative portfolio. Filed 2026-07-14.
Verify history & sources →Shares decreased 1.62%; reported value decreased 15.71%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 2.74% | 62,175 | SEC filing ↗Filed Jul 14, 2026 |
| Q1 2026 | 3.46% | 63,200 | SEC filing ↗Filed Apr 16, 2026 |
| Q4 2025 | 3.86% | 74,215 | SEC filing ↗Filed Jan 22, 2026 |
| Q3 2025 | 3.78% | 78,811 | SEC filing ↗Filed Oct 22, 2025 |
| Q2 2025 | 3.54% | 81,021 | SEC filing ↗Filed Jul 7, 2025 |
| Q1 2025 | 3.82% | 86,069 | SEC filing ↗Filed Apr 14, 2025 |
| Q4 2024 | 3.82% | 85,987 | SEC filing ↗Filed Jan 23, 2025 |
| Q3 2024 | 3.69% | 84,812 | SEC filing ↗Filed Nov 13, 2024 |
| Q2 2024 | 3.04% | 72,741 | SEC filing ↗Filed Jul 25, 2024 |
| Q1 2024 | 3.03% | 74,262 | SEC filing ↗Filed Apr 23, 2024 |
| Q4 2023 | 2.93% | 73,058 | SEC filing ↗Filed Jan 23, 2024 |
| Q3 2023 | 3.03% | 79,427 | SEC filing ↗Filed Oct 25, 2023 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q3 2023 | 3.03% | 79,427 | $2.91M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Oct 25, 2023 |
| Q4 2023 | 2.93% | 73,058 | $2.99M | Shares decreased 8.02%; reported value increased 2.64%, and weight changed -0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2024 |
| Q1 2024 | 3.03% | 74,262 | $3.27M | Shares increased 1.65%; reported value increased 9.45%, and weight changed +0.10 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 23, 2024 |
| Q2 2024 | 3.04% | 72,741 | $3.35M | Shares decreased 2.05%; reported value increased 2.49%, and weight changed +0.01 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 25, 2024 |
| Q3 2024 | 3.69% | 84,812 | $4.21M | Shares increased 16.59%; reported value increased 25.45%, and weight changed +0.65 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Nov 13, 2024 |
| Q4 2024 | 3.82% | 85,987 | $4.47M | Shares increased 1.39%; reported value increased 6.29%, and weight changed +0.13 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 23, 2025 |
| Q1 2025 | 3.82% | 86,069 | $5.33M | Shares increased 0.10%; reported value increased 19.16%, and weight changed +0.00 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 14, 2025 |
| Q2 2025 | 3.54% | 81,021 | $5.31M | Shares decreased 5.87%; reported value decreased 0.34%, and weight changed -0.28 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 7, 2025 |
| Q3 2025 | 3.78% | 78,811 | $6.03M | Shares decreased 2.73%; reported value increased 13.50%, and weight changed +0.24 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 22, 2025 |
| Q4 2025 | 3.86% | 74,215 | $6.34M | Shares decreased 5.83%; reported value increased 5.16%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 22, 2026 |
| Q1 2026 | 3.46% | 63,200 | $5.86M | Shares decreased 14.84%; reported value decreased 7.54%, and weight changed -0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Apr 16, 2026 |
| Q2 2026 | 2.74% | 62,175 | $4.94M | Shares decreased 1.62%; reported value decreased 15.71%, and weight changed -0.72 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jul 14, 2026 |
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