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

UBS Group’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
2016
Q1 		– Sell
-1,000
Closed -$20K – 7864
2015
Q4 		$20K Hold
1,000
– – ﹤0.01% 6760
2015
Q3 		$22K Hold
1,000
– – ﹤0.01% 6609
2015
Q2 		$23K Hold
1,000
– – ﹤0.01% 6752
2015
Q1 		$23K Sell
1,000
-29,600
-97% -$698K ﹤0.01% 6847
2014
Q4 		$700K Buy
+30,600
New +$711K ﹤0.01% 3891

Other funds holding IAU

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group's IAU Position: Q1 2026 in Review

UBS Group increased its iShares Gold Trust (IAU) stake by 71% in Q1 2026, buying an estimated $582M and bringing the position to 15,300,061 shares worth $1.35B. The position accounts for 0.2% of the portfolio, ranked #86.

UBS Group first reported a position in IAU in Q4 2014 and has held it in 45 quarters since. 1,962 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • UBS Group held 15,300,061 shares of iShares Gold Trust worth $1.35B as of Q1 2026.
  • UBS Group bought 6,342,214 iShares Gold Trust shares in Q1 2026, an estimated $582M.
  • iShares Gold Trust made up 0.2% of UBS Group's portfolio in Q1 2026, its #86 holding.
  • UBS Group first reported a position in iShares Gold Trust in Q4 2014 and has held it in 45 quarters since.
  • 1,962 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.