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
-50
Closed -$1K – 7865
2015
Q4 		$1K Hold
50
– – ﹤0.01% 8149
2015
Q3 		$1K Hold
50
– – ﹤0.01% 8219
2015
Q2 		$1K Hold
50
– – ﹤0.01% 8319
2015
Q1 		$1K Hold
50
– – ﹤0.01% 8578
2014
Q4 		$1K Buy
+50
New +$1.16K ﹤0.01% 9536

Other funds holding IAU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
SCHF (GPE)
SCHF (GPE) Wilson, Wyoming $2.32B AUM 18.45% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

UBS Group's IAU Position: Q3 2026 in Review

UBS Group increased its iShares Gold Trust (IAU) stake by 2.1% in Q3 2026, buying an estimated $21.4M and bringing the position to 12,681,798 shares worth $990M. The position accounts for 0.13% of the portfolio, ranked #144.

UBS Group first reported a position in IAU in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.35B in Q1 2026. 1,696 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • UBS Group held 12,681,798 shares of iShares Gold Trust worth $990M as of Q3 2026.
  • UBS Group bought 266,778 iShares Gold Trust shares in Q3 2026, an estimated $21.4M.
  • iShares Gold Trust made up 0.13% of UBS Group's portfolio in Q3 2026, its #144 holding.
  • UBS Group first reported a position in iShares Gold Trust in Q4 2014 and has held it in 47 quarters since.
  • UBS Group's iShares Gold Trust position peaked at $1.35B in Q1 2026.
  • 1,696 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.