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Ishares Gold Tr shares owned by Optivise Advisory Services

Quarter-by-quarter ownership of Ishares Gold Tr (IAUM) shares owned by Optivise Advisory Services from 13F filings

Historical chart of Optivise Advisory Services investment in Ishares Gold Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Gold Tr held by Optivise Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Gold Tr by Optivise Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $454k 11k 42.99

More positions owned by Optivise Advisory Services

Ishares Tr TRS FLT RT BD (TFLO)
Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Ishares U S Etf Tr Short Duration B (NEAR)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (CWB)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Ishares Tr S&p 100 Etf (OEF)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Value (VLUE)

View all positions for Optivise Advisory Services

Top funds holding Ishares Gold Tr

Sumitomo Mitsui Trust Holdings
Adventist Health System Sunbelt Healthcare Corp
Alaska Permanent Fund Corp
School Employees Retirement Board Of Ohio
Ronald Blue Trust
Vident Advisory
AlTi Global
Teacher Retirement System Of Texas
Heck Capital Advisors
Diam
PFG Financial Advisors
Jpmorgan Chase & Co
Sanctuary Advisors
Fifth Third Bancorp
AlphaCore Capital

View all funds holding Ishares Gold Tr