Optivise Advisory Services’s iShares Gold Trust Micro IAUM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.14M	Buy	+27,596	New	+$1.17M	0.56%	46
2026 Q2	–	Sell	-10,839	Closed	-$506K	–	236
2026 Q1	$506K	Buy	10,839 +284	+3%	+$13.8K	0.31%	86
2025 Q4	$454K	Buy	+10,555	New	+$437K	0.26%	99

Other funds holding IAUM

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

Alaska Permanent Fund Juneau, Alaska $1.27B AUM 16.38% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

School Employees Retirement Board of Ohio Columbus, Ohio $339M AUM 6.37% 1-Year Est. Return

AlphaCore Capital La Jolla, California $6.24B AUM 19.96% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $57.1B AUM 43.46% 1-Year Est. Return

Adventist Health System Sunbelt Healthcare Corp Altamonte Springs, Florida $4.23B AUM 6% 1-Year Est. Return

Heck Capital Advisors Rhinelander, Wisconsin $1.82B AUM 17.91% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

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

Optivise Advisory Services opened a new position in iShares Gold Trust Micro (IAUM) in Q3 2026: 27,596 shares worth $1.14M. The stake represents 0.56% of the portfolio and ranks #46 among its holdings. This is a return to the name: Optivise Advisory Services previously reported a position in IAUM as recently as Q1 2026.

Optivise Advisory Services first reported a position in IAUM in Q4 2025 and has held it in 3 quarters since. 171 funds tracked by Wall St. Rank hold IAUM as of Q3 2026.

Optivise Advisory Services held 27,596 shares of iShares Gold Trust Micro worth $1.14M as of Q3 2026.
iShares Gold Trust Micro was a new Optivise Advisory Services position in Q3 2026.
iShares Gold Trust Micro made up 0.56% of Optivise Advisory Services's portfolio in Q3 2026, its #46 holding.
Optivise Advisory Services first reported a position in iShares Gold Trust Micro in Q4 2025 and has held it in 3 quarters since.
171 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q3 2026.

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