UBS Group
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UBS Group’s Kurv Gold Enhanced Income ETF KGLD Stock Holding History

UBS Group’s Portfolio KGLD Stock Details KGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.79K Sell
68
-100
-60% -$3.03K ﹤0.01% 9472
2026
Q1 		$5.47K Buy
+168
New +$5.76K ﹤0.01% 8783

Other funds holding KGLD

Wealthcare Advisory Partners
Wealthcare Advisory Partners West Chester, Pennsylvania $5.9B AUM 14.62% 1-Year Est. Return
Newbridge Financial Services Group
Newbridge Financial Services Group Boca Raton, Florida $868M AUM 42.47% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Steward Partners Investment Advisory
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harbour Investments
Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return
Salem Investment Counselors
Salem Investment Counselors Winston Salem, North Carolina $4.01B AUM 48.23% 1-Year Est. Return
Pin Oak Investment Advisors
Pin Oak Investment Advisors Houston, Texas $141M AUM 31.2% 1-Year Est. Return
AW
Avion Wealth The Woodlands, Texas $537M AUM 18.24% 1-Year Est. Return
IFS Advisors
IFS Advisors Overland Park, Kansas $332M AUM 8.56% 1-Year Est. Return

UBS Group's KGLD Position: Q2 2026 in Review

UBS Group reduced its Kurv Gold Enhanced Income ETF (KGLD) stake by 60% in Q2 2026, selling an estimated $3.03K and leaving 68 shares worth $1.79K. The position accounts for ﹤0.01% of the portfolio, ranked #9472.

UBS Group first reported a position in KGLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $5.47K in Q1 2026. 13 funds tracked by Wall St. Rank hold KGLD as of Q2 2026.

  • UBS Group held 68 shares of Kurv Gold Enhanced Income ETF worth $1.79K as of Q2 2026.
  • UBS Group sold 100 Kurv Gold Enhanced Income ETF shares in Q2 2026, an estimated $3.03K.
  • Kurv Gold Enhanced Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #9472 holding.
  • UBS Group first reported a position in Kurv Gold Enhanced Income ETF in Q1 2026 and has held it in 2 quarters since.
  • UBS Group's Kurv Gold Enhanced Income ETF position peaked at $5.47K in Q1 2026.
  • 13 funds tracked by Wall St. Rank held Kurv Gold Enhanced Income ETF as of Q2 2026.

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