UBP
IAU icon

Union Bancaire Privee’s iShares Gold Trust IAU Stock Holding History

Union Bancaire Privee’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
2026
Q2 		– Sell
-3,385
Closed -$218K – 517
2026
Q1 		$218K Sell
3,385
-3,290
-49% -$302K ﹤0.01% 386
2025
Q4 		$405K Buy
+6,675
New +$522K ﹤0.01% 369

Other funds holding IAU

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

Union Bancaire Privee's IAU Position: Q2 2026 in Review

Union Bancaire Privee sold out of iShares Gold Trust (IAU) in Q2 2026, closing a stake of 3,385 shares — an estimated $218K sold.

Union Bancaire Privee first reported a position in IAU in Q4 2025 and held it in 2 quarters. The position peaked at $405K in Q4 2025. 1,016 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Union Bancaire Privee reported no remaining iShares Gold Trust position as of Q2 2026 after selling out during the quarter.
  • Union Bancaire Privee sold 3,385 iShares Gold Trust shares in Q2 2026, an estimated $218K.
  • Union Bancaire Privee first reported a position in iShares Gold Trust in Q4 2025 and held it in 2 quarters.
  • Union Bancaire Privee's iShares Gold Trust position peaked at $405K in Q4 2025.
  • 1,016 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Union Bancaire Privee's 13F filing for Q2 2026, filed 16 Jul 2026.