Optimum Investment Advisors’s iShares Gold Trust IAU Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $32.7K | Hold |
450
| – | – | 0.01% | 396 |
|
|
2025
Q2 | $28.1K | Hold |
450
| – | – | 0.01% | 399 |
|
|
2025
Q1 | $26.5K | Hold |
450
| – | – | 0.01% | 405 |
|
|
2024
Q4 | $22.3K | Hold |
450
| – | – | 0.01% | 421 |
|
|
2024
Q3 | $22.4K | Hold |
450
| – | – | 0.01% | 439 |
|
|
2024
Q2 | $19.8K | Hold |
450
| – | – | 0.01% | 449 |
|
|
2024
Q1 | $18.9K | Hold |
450
| – | – | 0.01% | 462 |
|
|
2023
Q4 | $17.6K | Sell |
450
-500
| -53% | -$18.7K | 0.01% | 460 |
|
|
2023
Q3 | $33.2K | Hold |
950
| – | – | 0.02% | 414 |
|
|
2023
Q2 | $34.6K | Hold |
950
| – | – | 0.02% | 412 |
|
|
2023
Q1 | $35.5K | Hold |
950
| – | – | 0.02% | 414 |
|
|
2022
Q4 | $32.9K | Sell |
950
-150
| -14% | -$4.93K | 0.02% | 434 |
|
|
2022
Q3 | $35K | Hold |
1,100
| – | – | 0.02% | 433 |
|
|
2022
Q2 | $38K | Hold |
1,100
| – | – | 0.02% | 438 |
|
|
2022
Q1 | $41K | Sell |
1,100
-4,077
| -79% | -$146K | 0.02% | 472 |
|
|
2021
Q4 | $180K | Hold |
5,177
| – | – | 0.07% | 248 |
|
|
2021
Q3 | $173K | Hold |
5,177
| – | – | 0.07% | 242 |
|
|
2021
Q2 | $175K | Sell |
5,177
-371
| -7% | -$12.8K | 0.05% | 280 |
|
|
2021
Q1 | $180K | Buy |
5,548
+5,048
| +1,010% | +$173K | 0.05% | 278 |
|
|
2020
Q4 | $18K | Hold |
500
| – | – | 0.01% | 637 |
|
|
2020
Q3 | $18K | Hold |
500
| – | – | 0.01% | 625 |
|
|
2020
Q2 | $17K | Hold |
500
| – | – | 0.01% | 628 |
|
|
2020
Q1 | $15K | Sell |
500
-900
| -64% | -$27.2K | 0.01% | 627 |
|
|
2019
Q4 | $41K | Sell |
1,400
-500
| -26% | -$14.2K | 0.01% | 551 |
|
|
2019
Q3 | $54K | Buy |
1,900
+650
| +52% | +$18.3K | 0.02% | 502 |
|
|
2019
Q2 | $34K | Sell |
1,250
-3,900
| -76% | -$97.7K | 0.01% | 584 |
|
|
2019
Q1 | $128K | Hold |
5,150
| – | – | 0.04% | 339 |
|
|
2018
Q4 | $127K | Hold |
5,150
| – | – | 0.04% | 327 |
|
|
2018
Q3 | $118K | Hold |
5,150
| – | – | 0.03% | 375 |
|
|
2018
Q2 | $124K | Hold |
5,150
| – | – | 0.04% | 375 |
|
|
2018
Q1 | $131K | Hold |
5,150
| – | – | 0.04% | 349 |
|
|
2017
Q4 | $129K | Hold |
5,150
| – | – | 0.04% | 303 |
|
|
2017
Q3 | $127K | Hold |
5,150
| – | – | 0.04% | 289 |
|
|
2017
Q2 | $123K | Hold |
5,150
| – | – | 0.04% | 286 |
|
|
2017
Q1 | $124K | Sell |
5,150
-400
| -7% | -$9.4K | 0.04% | 278 |
|
|
2016
Q4 | $123K | Sell |
5,550
-12,893
| -70% | -$302K | 0.05% | 266 |
|
|
2016
Q3 | $468K | Buy |
18,443
+4,128
| +29% | +$106K | 0.18% | 156 |
|
|
2016
Q2 | $365K | Buy |
+14,315
| New | +$348K | 0.14% | 186 |
|
|
2015
Q4 | – | Sell |
-9,400
| Closed | -$203K | – | 283 |
|
|
2015
Q3 | $203K | Buy |
+9,400
| New | +$204K | 0.08% | 253 |
|
|
2015
Q1 | $215K | Hold |
9,400
| – | – | 0.07% | 273 |
|
|
2014
Q4 | $215K | Sell |
9,400
-1,238
| -12% | -$28.8K | 0.07% | 256 |
|
|
2014
Q3 | $248K | Hold |
10,638
| – | – | 0.08% | 219 |
|
|
2014
Q2 | $274K | Buy |
10,638
+500
| +5% | +$12.5K | 0.09% | 216 |
|
|
2014
Q1 | $252K | Sell |
10,138
-1,237
| -11% | -$31K | 0.09% | 199 |
|
|
2013
Q4 | $266K | Buy |
11,375
+2,475
| +28% | +$61.1K | 0.1% | 188 |
|
|
2013
Q3 | $229K | Buy |
+8,900
| New | +$230K | 0.09% | 186 |
|
Other funds holding IAU
WI
Optimum Investment Advisors's IAU Position: Q3 2025 in Review
Optimum Investment Advisors held its iShares Gold Trust (IAU) position steady in Q3 2025 at 450 shares worth $32.7K. The position accounts for 0.01% of the portfolio, ranked #396.
Optimum Investment Advisors first reported a position in IAU in Q3 2013 and has held it in 46 quarters since. The position peaked at $468K in Q3 2016. 1,705 funds tracked by Wall St. Rank hold IAU as of Q3 2025.
- Optimum Investment Advisors held 450 shares of iShares Gold Trust worth $32.7K as of Q3 2025.
- Optimum Investment Advisors left its iShares Gold Trust share count unchanged in Q3 2025.
- iShares Gold Trust made up 0.01% of Optimum Investment Advisors's portfolio in Q3 2025, its #396 holding.
- Optimum Investment Advisors first reported a position in iShares Gold Trust in Q3 2013 and has held it in 46 quarters since.
- Optimum Investment Advisors's iShares Gold Trust position peaked at $468K in Q3 2016.
- 1,705 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.