Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BRIAUD FINANCIAL PLANNING INC | 05-03-2024 | 03-31-2024 | 127 | 175,937,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR GOLD TR | GOLD SHS | 1 | $84,768,000 | 412,054 | 48.18 | 70.44 | 5,935 | 1.46 | 03-31-2024 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 2 | $43,821,000 | 168,606 | 24.91 | 6.28 | 136,111 | 418.87 | 03-31-2024 |
| ISHARES INC | MSCI JPN ETF NEW | 3 | $18,102,000 | 253,699 | 10.29 | 253,699 | +Inf | 03-31-2024 | |
| INVESCO ACTVELY MNGD ETC FD | OPTIMUM YIELD | 4 | $9,145,000 | 659,311 | 5.20 | 659,311 | +Inf | 03-31-2024 |
