Optivise Advisory Services’s iShares Gold Trust IAU Stock Holding History

Optivise Advisory Services’s Portfolio IAU Stock Details IAU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$363K	Sell	4,807 -5,634	-54%	-$478K	0.18%	139
2026 Q1	$921K	Sell	10,441 -916	-8%	-$84K	0.56%	46
2025 Q4	$922K	Buy	11,357 +3,594	+46%	+$281K	0.53%	55
2025 Q3	$565K	Buy	7,763 +607	+8%	+$39.6K	0.34%	77
2025 Q2	$446K	Buy	7,156 +656	+10%	+$40.6K	0.23%	104
2025 Q1	$383K	Buy	+6,500	New	+$352K	0.22%	104

Other funds holding IAU

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Optivise Advisory Services's IAU Position: Q2 2026 in Review

Optivise Advisory Services reduced its iShares Gold Trust (IAU) stake by 54% in Q2 2026, selling an estimated $478K and leaving 4,807 shares worth $363K. The position accounts for 0.18% of the portfolio, ranked #139.

Optivise Advisory Services first reported a position in IAU in Q1 2025 and has held it in 6 quarters since. The position peaked at $922K in Q4 2025. 1,909 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

Optivise Advisory Services held 4,807 shares of iShares Gold Trust worth $363K as of Q2 2026.
Optivise Advisory Services sold 5,634 iShares Gold Trust shares in Q2 2026, an estimated $478K.
iShares Gold Trust made up 0.18% of Optivise Advisory Services's portfolio in Q2 2026, its #139 holding.
Optivise Advisory Services first reported a position in iShares Gold Trust in Q1 2025 and has held it in 6 quarters since.
Optivise Advisory Services's iShares Gold Trust position peaked at $922K in Q4 2025.
1,909 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.