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 Q3	$356K	Sell	4,563 -244	-5%	-$19.6K	0.18%	138
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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return

Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beacon Investment Advisory Services Morristown, New Jersey $2.66B AUM 29.77% 1-Year Est. Return

J.M. Forbes & Co Boston, Massachusetts $1.33B AUM 21.14% 1-Year Est. Return

Tanglewood Wealth Management Houston, Texas $1.2B AUM 13.27% 1-Year Est. Return

Optivise Advisory Services's IAU Position: Q3 2026 in Review

Optivise Advisory Services reduced its iShares Gold Trust (IAU) stake by 5.1% in Q3 2026, selling an estimated $19.6K and leaving 4,563 shares worth $356K. The position accounts for 0.18% of the portfolio, ranked #138.

Optivise Advisory Services first reported a position in IAU in Q1 2025 and has held it in 7 quarters since. The position peaked at $922K in Q4 2025. 901 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

Optivise Advisory Services held 4,563 shares of iShares Gold Trust worth $356K as of Q3 2026.
Optivise Advisory Services sold 244 iShares Gold Trust shares in Q3 2026, an estimated $19.6K.
iShares Gold Trust made up 0.18% of Optivise Advisory Services's portfolio in Q3 2026, its #138 holding.
Optivise Advisory Services first reported a position in iShares Gold Trust in Q1 2025 and has held it in 7 quarters since.
Optivise Advisory Services's iShares Gold Trust position peaked at $922K in Q4 2025.
901 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.