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Heirloom Wealth Management → AAAU
Heirloom Wealth Management AAAU Position History
Goldman Sachs Physical Gold ETF • Basic Materials
Quarters held
4
Latest value
$60.8M
Q3 2026
Peak value
$60.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $3.3M |
| Q1 2026 | $8.3M |
| Q2 2026 | $39.8M |
| Q3 2026 | $60.8M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $60.8M | 1.49M | — | — |
| Q2 2026 | $39.8M | 1.01M | — | — |
| Q1 2026 | $8.3M | 178.7K | — | — |
| Q4 2025 | $3.3M | 76.6K | — | — |