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Optivise Advisory Services LLC → IAUM
Optivise Advisory Services LLC IAUM Position History
iShares Gold Trust Micro • Basic Materials
Quarters held
3
Latest value
$1.1M
Q3 2026
Peak value
$1.1M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $454K |
| Q1 2026 | $506K |
| Q3 2026 | $1.1M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $1.1M | 27.6K | — | — |
| Q1 2026 | $506K | 10.8K | — | — |
| Q4 2025 | $454K | 10.6K | — | — |
Other funds holding IAUM
$158.6M
$158.6M
$151.7M