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 $1.55T 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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group's IAU Position: Q2 2026 in Review

UBS Group reduced its iShares Gold Trust (IAU) stake by 19% in Q2 2026, selling an estimated $245M and leaving 12,415,020 shares worth $937M. The position accounts for 0.12% of the portfolio, ranked #163.

UBS Group first reported a position in IAU in Q4 2014 and has held it in 46 quarters since. The position peaked at $1.35B in Q1 2026. 1,911 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • UBS Group held 12,415,020 shares of iShares Gold Trust worth $937M as of Q2 2026.
  • UBS Group sold 2,885,041 iShares Gold Trust shares in Q2 2026, an estimated $245M.
  • iShares Gold Trust made up 0.12% of UBS Group's portfolio in Q2 2026, its #163 holding.
  • UBS Group first reported a position in iShares Gold Trust in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's iShares Gold Trust position peaked at $1.35B in Q1 2026.
  • 1,911 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

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