Upper Left Wealth Management, LLC
Top Portfolio Positions
13 positions ·
$33,801,262 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| IAU |
Ishares Gold Trust
|
159,080 | $14,024,492 | 41.49% | |
| GLDM |
World Gold Trust
|
63,200 | $5,858,008 | 17.33% | |
| IBIT |
iShares Bitcoin Trust ETF
|
151,374 | $5,815,789 | 17.21% | |
| SPY |
Spdr S&P 500 ETF Trust
|
2,989 | $1,943,866 | 5.75% | |
| GLD |
Spdr Gold Trust
|
3,299 | $1,419,526 | 4.20% | |
| GBTC |
Grayscale Bitcoin Trust ETF
|
19,261 | $1,016,210 | 3.01% | |
| BTC |
Grayscale Bitcoin Mini Trust ETF
|
30,097 | $902,609 | 2.67% | |
| FBTC |
Fidelity Wise Origin Bitcoin Fund
|
13,081 | $772,171 | 2.28% | |
| BITB |
Bitwise Bitcoin ETF
|
15,489 | $570,150 | 1.69% | |
| SGOL |
abrdn Gold ETF Trust
|
11,907 | $531,290 | 1.57% |
Portfolio Trend
18 quarters · across all stocks
Holdings in ARKB
1 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $308,742 | 13,728 | Shares | Sole | 2026-04-16 | |
| No 13F history on record for this holder in this stock. | ||||||