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
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES GOLD TRUST


  • Ticker IAU
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
  • Shares Outstandng 848,150,000
  • Market Cap $65.7B
More about IAU
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