Managed by Heirloom Wealth Management • Latest filing Q1 2026
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| 0.00% |
| — |
| 6 | ? N/A — | $43.2M | 1.03M | 0.00% | — |
| 7 | ? N/A — | $42.6M | 1.05M | 0.00% | — |
| 8 | I IAU — | $42.2M | 1.84M | 0.00% | — |
| 9 | ? N/A — | $41.9M | 991.3K | 0.00% | — |
| 10 | I IAU — | $41.2M | 1.76M | 0.00% | — |
| 11 | ? N/A — | $41.1M | 983.3K | 0.00% | — |
| 12 | P PDI — | $40.8M | 442.3K | 0.00% | — |
| 13 | I IAU — | $39.4M | 1.71M | 0.00% | — |
| 14 | ? N/A — | $38.8M | 951.1K | 0.00% | — |
| 15 | I IAU — | $38.7M | 1.71M | 0.00% | — |
| 16 | I IAU — | $35.1M | 1.59M | 0.00% | — |
| 17 | ? N/A — | $34.8M | 844.5K | 0.00% | — |
| 18 | I IAU — | $34.3M | 1.51M | 0.00% | — |
| 19 | G GOOG — | $31.2M | 128.0K | 0.00% | — |
| 20 | G GOOG — | $30.8M | 98.1K | 0.00% | — |