Optivise Advisory Services LLC IAU — ISHARES GOLD TR

Ownership history in Optivise Advisory Services LLC  ·  5 quarters on record

AI Ownership Summary

Optivise Advisory Services LLC reported ISHARES GOLD TR (IAU) in 5 quarterly 13F filings from 2025 Q1 through 2026 Q1. Peak portfolio weight reached 0.56% in 2026 Q1. The latest visible filing shows IAU at 0.56% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this IAU ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Optivise Advisory Services LLC's position in ISHARES GOLD TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

IAU was reported at 0.56% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.56% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

IAU stock page Optivise Advisory Services LLC fund profile Optivise Advisory Services LLC full holdings
How Optivise Advisory Services LLC held IAU — position size vs. price
% of Fund (quarterly)    IAU price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 10,441 -916 -8.1% 0.56% $921K 2026-04-15 $90.24
2025 Q4 ADDED — — — 11,357 +3,594 +46.3% 0.53% $922K 2026-01-12 $86.49
2025 Q3 ADDED — — — 7,763 +607 +8.5% 0.34% $565K 2025-10-17 $79.63
2025 Q2 ADDED — — — 7,156 +656 +10.1% 0.23% $446K 2025-08-05 $63.69
2025 Q1 INITIATED — — — 6,500 — — 0.22% $383K 2025-04-18 $62.63

🏢 Other funds also holding IAU

As of 2026 Q1 — sorted by position size

VCU Investment Management Co 3Y 7Y 97.9% Eurizon Asset Management Hungary Ltd. 45.63% STUART INVESTMENT ADVISORS, INC. 3Y 20.37% Private Harbour Investment Management & Counsel, LLC 3Y 7Y 17.58% LIFE LINE WEALTH MANAGEMENT LLC 17.03% Mader & Shannon Wealth Management, Inc. 3Y 7Y 13.58% Sowa Financial Group, Inc. 3Y 12.97% West Family Investments, Inc. 3Y 7Y 11.94% Arnhold LLC 3Y 7Y 11.38% STEPHEN J. GARRY & ASSOCIATES, LLC 11.35%

FAQ About Optivise Advisory Services LLC and IAU

These are the practical questions this page is built to answer before you even open the full history table.

How long has Optivise Advisory Services LLC reported owning IAU?

Optivise Advisory Services LLC reported IAU across 5 quarterly 13F filings, from 2025 Q1 through 2026 Q1.

What was the largest reported IAU position in Optivise Advisory Services LLC's portfolio?

The largest reported portfolio weight for IAU was 0.56% in 2026 Q1.

What is the latest reported IAU position on this page?

The most recent filing on this page is 2026 Q1, when Optivise Advisory Services LLC reported 10,441 shares, equal to 0.56% of portfolio, with an estimated market value of $921K.

What does the chart on this IAU ownership page compare?

The chart compares Optivise Advisory Services LLC's quarterly IAU portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Optivise Advisory Services LLC time their IAU position?

Based on 13F filing dates vs. subsequent IAU price moves, Optivise Advisory Services LLC correctly timed 4 out of 4 reported position changes (100%).

← Back to Optivise Advisory Services LLC Holdings