Position in IAG
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$69,649,825
+$47,274,466 QoQ
Shares Held
4,397,085
+269.8% QoQ
Ownership
0.770%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#25
of 318 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in IAG Over Time
Shares Held
Position Value (USD)
Derivatives in IAG
reported options exposure · as of Mar 31, 2021CallValue
$911,880
CallShares
306,000
PutValue
$842,446
PutShares
282,700
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Jun 30, 2026UBS Group AG holds $1,753,790,558 across 54 Gold names. IAG ranks #10 (4.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
3,025,546 | $282,585,995 | |
| 2 | RGLD |
Royal Gold Inc
|
1,218,178 | $243,160,508 | |
| 3 | B |
Barrick Mining Corp
|
5,317,478 | $195,310,963 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
839,614 | $130,249,314 | |
| 5 | AU |
AngloGold Ashanti PLC
|
1,494,337 | $120,876,917 | |
| 6 | KGC |
Kinross Gold Corp
|
4,911,500 | $116,009,626 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
752,574 | $84,529,109 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
384,466 | $80,138,091 |
All Filings in IAG
Export CSV
32 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $69,649,825 | 4,397,085 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $22,375,359 | 1,188,914 | Shares | Defined | 2026-05-05 | |
| 2025-12-31 | $8,871,816 | 538,012 | Shares | Defined | 2026-01-29 | |
| 2025-09-30 | $12,380,434 | 957,497 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $28,507,385 | 3,878,556 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $26,778,349 | 4,284,536 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $15,738,113 | 3,050,022 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,341,164 | 256,437 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $903,712 | 240,990 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $458,927 | 137,816 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $414,605 | 163,876 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $297,673 | 138,453 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $431,992 | 164,256 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $446,781 | 164,864 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $290,838 | 112,728 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $107,208 | 100,195 | Shares | Defined | 2022-11-10 | |
| 2022-06-30 | $96,765 | 60,103 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $452,030 | 129,894 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $160,481 | 51,272 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $8,588 | 3,800 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $13,865 | 4,700 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $842,446 | 282,700 | Put | Defined | 2021-05-12 | |
| 2021-03-31 | $11,324 | 3,800 | Shares | Defined | 2021-05-12 | |
| 2021-03-31 | $911,880 | 306,000 | Call | Defined | 2021-05-12 | |
| 2020-12-31 | $1,123,020 | 306,000 | Call | Defined | 2021-02-11 | |
| 2020-12-31 | $752,350 | 205,000 | Put | Defined | 2021-02-11 | |
| 2020-12-31 | $53,971 | 14,706 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $18,384 | 4,800 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,815,532 | 712,793 | Shares | Defined | 2020-07-31 | |
| 2020-06-30 | $540,755 | 136,900 | Call | Defined | 2020-07-31 | |
| 2020-03-31 | $2,621,858 | 1,149,938 | Shares | Defined | 2020-05-01 | |
| 2020-03-31 | $217,968 | 95,600 | Put | Defined | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||