Optivise Advisory Services LLC Ishares Gold Trust Transaction History
Optivise Advisory Services LLC
- $196 Billion
- Q2 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 7,156 shares of IAU stock, worth $554,089. This represents 0.23% of its overall portfolio holdings.
Number of Shares
7,156
Previous 6,500
10.09%
Holding current value
$554,089
Previous $383 Million
16.44%
% of portfolio
0.23%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding IAU
# of Institutions
1,761Shares Held
412MCall Options Held
4.09MPut Options Held
7.17M-
Bank Of America Corp Charlotte, NC30.3MShares$2.35 Billion0.14% of portfolio
-
Morgan Stanley New York, NY23.5MShares$1.82 Billion0.1% of portfolio
-
Sumitomo Mitsui Trust Holdings, Inc.15.8MShares$1.22 Billion0.63% of portfolio
-
Envestnet Asset Management Inc13.9MShares$1.08 Billion0.27% of portfolio
-
Personal Capital Advisors Corp13.6MShares$1.05 Billion2.29% of portfolio
About ISHARES GOLD TRUST
- Ticker IAU
- Exchange NYSE
- Sector ETFs
- Industry ETFs
- Shares Outstandng 848,150,000
- Market Cap $65.7B