Optivise Advisory Services LLC Ishares Gold Trust Transaction History

Optivise Advisory Services LLC

  • $168 Billion
  • Q3 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 7,763 shares of IAU stock, worth $597,595. This represents 0.34% of its overall portfolio holdings.

Number of Shares
7,763
Previous 7,156 8.48%
Holding current value
$597,595
Previous $446 Million 26.59%
% of portfolio
0.34%
Previous 0.23%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,890
Shares Held
447M
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
Track This Portfolio

Track Optivise Advisory Services LLC Portfolio

Follow Optivise Advisory Services LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Optivise Advisory Services LLC, based on Form 13F filings with the SEC.

News

Stay updated on Optivise Advisory Services LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email