Optivise Advisory Services LLC Ishares Gold Trust Transaction History

Optivise Advisory Services LLC

  • $173 Billion
  • Q4 2025

A detailed history of Optivise Advisory Services LLC transactions in Ishares Gold Trust stock. As of the latest transaction made, Optivise Advisory Services LLC holds 11,357 shares of IAU stock, worth $874,261. This represents 0.53% of its overall portfolio holdings.

Number of Shares
11,357
Previous 7,763 46.3%
Holding current value
$874,261
Previous $565 Million 63.18%
% of portfolio
0.53%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 12, 2026
BUY
$72.65 - $82.5 $261,104 - $296,505
3,594 Added 46.3%
11,357 $922 Million
Q3 2025

Oct 17, 2025
BUY
$61.62 - $72.77 $37,403 - $44,171
607 Added 8.48%
7,763 $565 Million
Q2 2025

Aug 05, 2025
BUY
$56.1 - $64.74 $36,801 - $42,469
656 Added 10.09%
7,156 $446 Million
Q1 2025

Apr 18, 2025
BUY
$49.74 - $58.96 $323,310 - $383,240
6,500 New
6,500 $383 Million

Others Institutions Holding IAU

# of Institutions
1,924
Shares Held
445M
Call Options Held
4.27M
Put Options Held
9.14M
View Full List

About ISHARES GOLD TRUST

IAU Quotes by TradingView
  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $65.3B
More about IAU
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