Managed by Montag A & Associates Inc • Latest filing Q4 2025
Overlap peers will appear here as data populates
Related fund suggestions coming soon.
| — |
| 5 | I IAU — | $127.7M | 217.0K | 0.00% | — |
| 6 | S SPY — | $122.5M | 179.2K | 0.00% | — |
| 7 | S SPY — | $117.9M | 176.5K | 0.00% | — |
| 8 | I IAU — | $113.8M | 197.2K | 0.00% | — |
| 9 | S SPY — | $108.3M | 174.8K | 0.00% | — |
| 10 | S SPY — | $108M | 183.7K | 0.00% | — |
| 11 | S SPY — | $105.8M | 183.8K | 0.00% | — |
| 12 | I IAU — | $105.2M | 192.3K | 0.00% | — |
| 13 | S SPY — | $101.2M | 180.3K | 0.00% | — |
| 14 | S SPY — | $99.1M | 181.4K | 0.00% | — |
| 15 | S SPY — | $94.5M | 180.1K | 0.00% | — |
| 16 | I IAU — | $93.1M | 177.0K | 0.00% | — |
| 17 | S SPY — | $85.3M | 178.7K | 0.00% | — |
| 18 | I IAU — | $83M | 173.8K | 0.00% | — |
| 19 | A AAPL — | $81.8M | 300.8K | 0.00% | — |
| 20 | I IAU — | $81.5M | 182.8K | 0.00% | — |