Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RICHARD C YOUNG & CO LTD 02-12-2024 12-31-2023 74 746,021,867
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
World Gold TR SPRD GLD Minis 1 $36,395,739 889,654 0.00 0.00 11,586 1.32 12-31-2023
SPDR Gold Trust Gold SHS 2 $26,374,750 137,965 0.00 0.00 -2,494 -1.78 12-31-2023
iShares TR US REGNL BKS ETF Liquidated $0 0 0.00 0.00 -1,064 -0.15 12-31-2023
Visa Inc Com CL A 4 $22,723,422 87,280 0.00 0.00 784 0.91 12-31-2023
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