Position in TRX
as of Mar 31, 2026
· filed Apr 15, 2026
Position Value
$15,000
New position
Shares Held
10,000
first reported quarter
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2026
1 quarter on record
Voting authority
Sole 0%
Shared 0%
None 100%
Position in Gold
Basic Materials · as of Mar 31, 2026Heirloom Wealth Management holds $15,000 across 1 Gold name. TRX ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | TRX |
TRX GOLD Corp
This page
|
10,000 | $15,000 |
All Filings in TRX
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $15,000 | 10,000 | Shares | Sole | 2026-04-15 | |
| No filing history on record for this holder in this stock. | ||||||