Managed by Heritage Family Offices, Llp • Latest filing Q1 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | ? N/A — | $18.4M | 445.6K | 0.00% | — |
| 2 | ? N/A — | $17.5M | 374.6K | 0.00% | — |
| 3 | ? N/A — | $17.1M | 446.9K | 0.00% | — |
| 4 | I IAU — | $16.8M | 224.8K | 0.00% | — |
| 5 |
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
? N/A — |
| $16.7M |
| 442.5K |
| 0.00% |
| — |
| 6 | I IAU — | $16.2M | 219.3K | 0.00% | — |
| 7 | ? N/A — | $16M | 404.6K | 0.00% | — |
| 8 | ? N/A — | $15.9M | 404.5K | 0.00% | — |
| 9 | ? N/A — | $15.9M | 340.0K | 0.00% | — |
| 10 | I IAU — | $13.8M | 220.0K | 0.00% | — |
| 11 | I IAU — | $13.8M | 220.0K | 0.00% | — |
| 12 | I IAU — | $13M | 190.6K | 0.00% | — |
| 13 | I IAU — | $12.8M | 189.2K | 0.00% | — |
| 14 | I IAU — | $12.1M | 193.7K | 0.00% | — |
| 15 | I IAU — | $11.6M | 152.4K | 0.00% | — |
| 16 | ? N/A — | $10.7M | 227.9K | 0.00% | — |
| 17 | I IAU — | $10.4M | 108.1K | 0.00% | — |
| 18 | I IAU — | $10.4M | 137.0K | 0.00% | — |
| 19 | I IAU — | $9.9M | 106.1K | 0.00% | — |
| 20 | I IAU — | $9.5M | 257.0K | 0.00% | — |