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 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

SERBOO

School Employees Retirement Board of Ohio Columbus, Ohio $278M AUM 12.7% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

HCA

Heck Capital Advisors Rhinelander, Wisconsin $1.67B AUM 26.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

CUAMC

China Universal Asset Management Company Shanghai, China $1.67B AUM 89% 1-Year Est. Return

VCM

Versant Capital Management Phoenix, Arizona $1.12B AUM 34.21% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

HCM

Howland Capital Management Boston, Massachusetts $2.77B AUM 19.56% 1-Year Est. Return

SIC

Sigma Investment Counselors Northville, Michigan $2.05B AUM 18.42% 1-Year Est. Return

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

Optivise Advisory Services sold out of iShares Gold Trust Micro (IAUM) in Q2 2026, closing a stake of 10,839 shares — an estimated $506K sold.

Optivise Advisory Services first reported a position in IAUM in Q4 2025 and held it in 2 quarters. The position peaked at $506K in Q1 2026. 86 funds tracked by Wall St. Rank hold IAUM as of Q2 2026.

Optivise Advisory Services reported no remaining iShares Gold Trust Micro position as of Q2 2026 after selling out during the quarter.
Optivise Advisory Services sold 10,839 iShares Gold Trust Micro shares in Q2 2026, an estimated $506K.
Optivise Advisory Services first reported a position in iShares Gold Trust Micro in Q4 2025 and held it in 2 quarters.
Optivise Advisory Services's iShares Gold Trust Micro position peaked at $506K in Q1 2026.
86 funds tracked by Wall St. Rank held iShares Gold Trust Micro as of Q2 2026.

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