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

WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return

Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return

BIAS

Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

JMFC

J.M. Forbes & Co Boston, Massachusetts $1.27B AUM 26.46% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

AHC

Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

NCM

Narwhal Capital Management Marietta, Georgia $1.45B AUM 28.39% 1-Year Est. Return

EWA

EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return

GenWealth Group Maplewood, New Jersey $642M AUM 20.77% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 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. 703 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.
703 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.