Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
RICHARD C YOUNG & CO LTD 08-08-2024 06-30-2024 77 822,625,179
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
World Gold TR SPRD GLD Minis 1 $40,399,153 876,528 0.00 0.00 -1,974 -0.22 06-30-2024
SPDR Gold Trust Gold SHS 2 $29,292,725 136,239 0.00 0.00 1,356 1.01 06-30-2024
Merck & Co Inc COM 3 $24,192,057 195,412 0.00 0.00 1,662 0.86 06-30-2024
Visa Inc Com CL A 4 $22,836,958 87,008 0.00 0.00 946 1.10 06-30-2024
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