UBS Group
IAUF

UBS Group’s iShares Gold Strategy ETF IAUF Stock Holding History

UBS Group’s Portfolio IAUF Stock Details IAUF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-185
Closed -$10.8K – 10313
2024
Q1 		$10.8K Sell
185
-278
-60% -$15.2K ﹤0.01% 7207
2023
Q4 		$25.2K Buy
463
+459
+11,475% +$26.7K ﹤0.01% 6958
2023
Q3 		$221 Sell
4
-338
-99% -$19.5K ﹤0.01% 8680
2023
Q2 		$19.7K Buy
342
+300
+714% +$17.8K ﹤0.01% 6876
2023
Q1 		$2.48K Sell
42
-447
-91% -$25.4K ﹤0.01% 8505
2022
Q4 		$26.8K Sell
489
-1,320
-73% -$69.2K ﹤0.01% 7356
2022
Q3 		$91K Buy
1,809
+976
+117% +$51.1K ﹤0.01% 5790
2022
Q2 		$46K Buy
833
+532
+177% +$30.3K ﹤0.01% 5989
2022
Q1 		$18K Buy
+301
New +$17.3K ﹤0.01% 7599
2021
Q3 		– Sell
-160
Closed -$9K – 10246
2021
Q2 		$9K Sell
160
-63
-28% -$3.51K ﹤0.01% 8169
2021
Q1 		$12K Buy
+223
New +$12.3K ﹤0.01% 7819
2020
Q4 		– Sell
-181
Closed -$11K – 8865
2020
Q3 		$11K Buy
+181
New +$11.6K ﹤0.01% 6791
2020
Q2 		– Sell
-1,452
Closed -$78K – 8458
2020
Q1 		$78K Buy
1,452
+256
+21% +$13.9K ﹤0.01% 5493
2019
Q4 		$63K Buy
1,196
+30
+3% +$1.66K ﹤0.01% 6230
2019
Q3 		$65K Sell
1,166
-918
-44% -$51.5K ﹤0.01% 6044
2019
Q2 		$112K Buy
2,084
+1,972
+1,761% +$98.4K ﹤0.01% 5305
2019
Q1 		$6K Buy
+112
New +$5.57K ﹤0.01% 7110

Other funds holding IAUF

VA
Vident Advisory Alpharetta, Georgia $11.7B AUM 37.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LMKC
L.M. Kohn & Company Cincinnati, Ohio $83.2M AUM 19.1% 1-Year Est. Return
WC
Weil Company San Diego, California $445M AUM 14.95% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $23.1B AUM 27.04% 1-Year Est. Return
HCA
Harbor Capital Advisors Chicago, Illinois $1.23B AUM 30.56% 1-Year Est. Return

UBS Group's IAUF Position: Q2 2024 in Review

UBS Group sold out of iShares Gold Strategy ETF (IAUF) in Q2 2024, closing a stake of 185 shares — an estimated $10.8K sold.

UBS Group first reported a position in IAUF in Q1 2019 and held it in 17 quarters. The position peaked at $112K in Q2 2019. 17 funds tracked by Wall St. Rank hold IAUF as of Q2 2024.

  • UBS Group reported no remaining iShares Gold Strategy ETF position as of Q2 2024 after selling out during the quarter.
  • UBS Group sold 185 iShares Gold Strategy ETF shares in Q2 2024, an estimated $10.8K.
  • UBS Group first reported a position in iShares Gold Strategy ETF in Q1 2019 and held it in 17 quarters.
  • UBS Group's iShares Gold Strategy ETF position peaked at $112K in Q2 2019.
  • 17 funds tracked by Wall St. Rank held iShares Gold Strategy ETF as of Q2 2024.

Based on UBS Group's 13F filing for Q2 2024, filed 14 Aug 2024.