Upper Left Wealth Management Q2 2026: Strategic Shifts in Gold, Bitcoin & ETF Holdings

As of June 30th, 2026, Upper Left Wealth Management's portfolio held a total value of $18.05 million. This quarter's filing reveals several significant changes in holdings compared to the previous period, including new positions and adjustments across various sectors.

The investor initiated notable new positions during Q2 2026. The largest addition was ISHARES GOLD TRUST MICRO (IAUM), where they acquired all shares, representing a staggering 100% increase in this position.

Other significant new purchases include ETFS GOLD TR (SGOL), which saw an impressive jump of approximately 167% from the prior period. The investor also added to ISHARES TR (FXI) and SPDR INDEX SHS FDS (RWX), indicating interest in specific gold-related structures or exposure.

In addition to new positions, the investor significantly increased their stake in several existing holdings. ISHARES TR (IGOV) experienced a substantial 74.79% increase in its portfolio allocation this quarter.

The investor also bolstered their position in Vanguard's Charlotte Funds ETF (EBND) by approximately 25.25%, showing continued confidence or strategic adjustment in broad-based exposure.

Conversely, the investor made a notable exit from SIMPLIFY EXCHANGE TRADED FUN (CTA), reducing its allocation by about 5.42%. This departure could signal a shift in strategy or performance concerns.

Furthermore, the investor trimmed their position in GEMINI XCHANGE TR (GXCT), though this specific symbol appears as an exit candidate based on prior period changes. The overall portfolio allocation saw a slight decrease from 99.5% to 98.73%, reflecting these adjustments.

These actions suggest that Upper Left Wealth Management remains active in the market, focusing particularly on gold-related assets and specific ETFs this quarter while exiting one position.