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Optivise Advisory Services LLC

SEC CIK
0002042876
Latest filing
Jul 13, 2026

IAUM holding history

iShares Gold Trust Micro in every 13F filed by Optivise Advisory Services LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAUM overviewAll 13F holders of IAUMFull Q2 2026 holdings

Shares (Q2 2026)
0
Sold out in Q2 2026
Value
$0
% of portfolio
0.0%
Quarters held
2
Since Q4 2025
Holdings of IAUM by Optivise Advisory Services LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20260$00.0%−10,839−100.0%Sold outHolders
Q1 202610,839$506.2K0.3%+284+2.7%AddedHolders
Q4 202510,555$453.8K0.3%+10,555NewHolders