Heirloom Wealth Management
Position in AAAU — Goldman Sachs Physical Gold ETF
CIK 1882903
GREENWOOD VILLAGE, CO
Position in AAAU
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$39,768,008
+$31,511,638 QoQ
Shares Held
1,005,004
+462.2% QoQ
Ownership
1.65%
of shares outstanding
% of Portfolio
8.66%
of 13F equity value
Holder Rank
#4
of 242 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in AAAU Over Time
Shares Held
Position Value (USD)
All Filings in AAAU
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,768,008 | 1,005,004 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $8,256,370 | 178,748 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $3,257,628 | 76,560 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||