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Who owns GLDIWhat GLDI owns — n/a

Who owns UBS AG ETRACS Gold Shares Covered Call ETNs due February 2, 2033?

Institutional ownership of GLDI from SEC Form 13F filings across 23 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.

23

13F holders

$13.7M

value, 2026 filers

8.7%

of shares outstanding (100,352 sh)

5

new positions (2026 filers)

Top institutional holders

ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of GLDI's shares outstanding

#ManagerSharesValue% of fund% of co.Δ shares QoQ
1MADDEN SECURITIES Corp18,885$2.7M0.7%1.6%+50.3%
2ROYAL BANK OF CANADA17,695$2.5M0.0%1.5%-0.6%
3LPL Financial LLC16,818$2.4M0.0%1.5%+14.2%
4OSAIC HOLDINGS, INC.12,544$1.8M0.0%1.1%-12.9%
5Dynamic Advisor Solutions LLC6,685$939,5750.0%0.6%+114.4%
6OLD MISSION CAPITAL LLC5,452$766,2770.0%0.5%+57.0%
7Oakmont Advisory Group, LLC3,960$556,5710.5%0.3%-20.7%
8Kestra Advisory Services, LLC3,507$492,8530.0%0.3%0.0%
9Mutual Advisors, LLC3,127$439,4870.0%0.3%+58.5%
10JANE STREET GROUP, LLC2,884$405,3460.0%0.2%-77.0%
11HRT FINANCIAL LPNEW2,688$3770.0%0.2%new
12DECISION INVESTMENTS, INC2,051$288,2680.3%0.2%+55.3%
13Cetera Investment Advisers1,826$256,6050.0%0.2%-0.1%
14UBS Group AG855$120,1700.0%0.1%+9400.0%
15Steward Partners Investment Advisory, LLC552$77,5830.0%0%+22.7%
16IMA Advisory Services, Inc.NEW275$38,6510.0%0%new
17EverSource Wealth Advisors, LLCNEW213$29,9370.0%0%new
18Global Retirement Partners, LLCNEW145$20,3800.0%0%new
19Capital Analysts, LLC114$160.0%0%0.0%
20Federation des caisses Desjardins du Quebec73$10,2600.0%0%0.0%
21JPMORGAN CHASE & CO1$1430.0%0%0.0%
22FMR LLCNEW1$1410.0%0%new
23WELLS FARGO & COMPANY/MN1$1230.0%0%0.0%

Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.

EvidInvest is an independent research and information tool. Figures are calculated from public SEC filings and third-party market data and are provided for informational and educational purposes only. EvidInvest does not provide investment advice, brokerage, or financial services, and is not affiliated with any company it covers. Verify all figures against primary sources before making any decision.