GLDI — UBS AG

Ownership history in MADDEN SECURITIES Corp  ·  3 quarters on record

This page tracks every 13F SEC filing in which MADDEN SECURITIES Corp reported a position in UBS AG (GLDI). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.17% (2025 Q4)
Avg. % of fund
0.15%
First filed
2025 Q2
Last filed
2025 Q4
Quarters held
3
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 3,165 — 0% 0.17% $550K $166.36
2025 Q3 ADDED 3,165 +910 +40.4% 0.16% $534K $154.10
2025 Q2 INITIATED 2,255 — — 0.12% $359K $140.35
% of Fund (quarterly)    GLDI price (monthly, adj. close)

Other funds also holding GLDI

As of 2025 Q4 — sorted by position size

Claris Financial LLC 0.62% DOVER ADVISORS, LLC 3Y 0.22% Tactive Advisors, LLC 0.14% CreativeOne Wealth, LLC 3Y 7Y 0.04% Jaffetilchin Investment Partners, LLC 3Y 7Y 0.03% Orion Porfolio Solutions, LLC 3Y 7Y 0.01% Private Advisor Group, LLC 3Y 7Y 0.01% Mutual Advisors, LLC 3Y 7Y 0.01% Parkside Financial Bank & Trust 3Y 7Y 0.0% OSAIC HOLDINGS, INC. 3Y 0.0%
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