UBS AM
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UBS AM’s iShares Gold Trust IAU Stock Holding History

UBS AM’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$124M Sell
1,646,017
-154,090
-9% -$13.1M 0.02% 473
2026
Q1 		$159M Buy
1,800,107
+1,306,890
+265% +$120M 0.03% 423
2025
Q4 		$40M Buy
+493,217
New +$38.6M 0.01% 658
2018
Q2 		– Sell
-563
Closed -$14.3K – 2794
2018
Q1 		$14.3K Buy
563
+538
+2,152% +$13.7K ﹤0.01% 2562
2017
Q4 		$626 Buy
+25
New +$613 ﹤0.01% 2569
2017
Q1 		– Sell
-98
Closed -$2K – 2471
2016
Q4 		$2K Buy
+98
New +$2.3K ﹤0.01% 2443

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

UBS AM's IAU Position: Q2 2026 in Review

UBS AM reduced its iShares Gold Trust (IAU) stake by 8.6% in Q2 2026, selling an estimated $13.1M and leaving 1,646,017 shares worth $124M. The position accounts for 0.02% of the portfolio, ranked #473.

UBS AM first reported a position in IAU in Q4 2016 and has held it in 6 quarters since. The position peaked at $159M in Q1 2026. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • UBS AM held 1,646,017 shares of iShares Gold Trust worth $124M as of Q2 2026.
  • UBS AM sold 154,090 iShares Gold Trust shares in Q2 2026, an estimated $13.1M.
  • iShares Gold Trust made up 0.02% of UBS AM's portfolio in Q2 2026, its #473 holding.
  • UBS AM first reported a position in iShares Gold Trust in Q4 2016 and has held it in 6 quarters since.
  • UBS AM's iShares Gold Trust position peaked at $159M in Q1 2026.
  • 1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on UBS AM's 13F filing for Q2 2026, filed 13 Aug 2026.