Position in GOLD
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$2,530,011
-$947,089 QoQ
Shares Held
60,803
-29.9% QoQ
Ownership
0.209%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#46
of 220 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in GOLD Over Time
Shares Held
Position Value (USD)
Position in Capital Markets
Financial Services · as of Jun 30, 2026UBS Group AG holds $7,722,357,233 across 87 Capital Markets names. GOLD ranks #41 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MS |
Morgan Stanley
|
10,529,270 | $2,201,038,596 | |
| 2 | GS |
Goldman Sachs Group Inc
|
2,052,126 | $2,075,458,667 | |
| 3 | SCHW |
Schwab Charles Corp
|
9,616,749 | $887,337,427 | |
| 4 | HOOD |
Robinhood Markets, Inc.
|
3,475,657 | $348,538,882 | |
| 5 | IBKR |
Interactive Brokers Group, Inc.
|
3,406,122 | $296,468,855 | |
| 6 | CRCL |
Circle Internet Group, Inc.
|
4,146,314 | $259,683,644 | |
| 7 | EVR |
Evercore Inc.
|
503,403 | $171,881,919 | |
| 8 | LPLA |
LPL Financial Holdings Inc.
|
540,254 | $152,178,744 |
All Filings in GOLD
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,530,011 | 60,803 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $3,477,100 | 86,754 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $816,620 | 23,983 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $862,375 | 33,335 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $760,950 | 34,308 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,495,518 | 98,365 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $1,036,075 | 37,813 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $782,426 | 17,718 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $567,930 | 17,545 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,148,603 | 37,426 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $1,321,319 | 43,680 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $698,112 | 23,802 | Shares | Defined | 2023-11-09 | |
| 2023-06-30 | $793,322 | 21,192 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $563,650 | 16,267 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $662,647 | 19,080 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $876,085 | 30,859 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $1,384,169 | 42,920 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,276,341 | 16,503 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $358,106 | 5,861 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $74,963 | 1,249 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $49,243 | 1,059 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $11,376 | 316 | Shares | Defined | 2021-05-12 | |
| 2020-12-31 | $33,139 | 1,292 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $5,799 | 172 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $37,738 | 1,981 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $1,154 | 94 | Shares | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||