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  Name: CARL STUART INVESTMENT ADVISOR INC
  City: AUSTIN
  State: TX
  Zip: 78705
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-06-30
  Total Value : $159,882,000
  Total Value Change : $5,655,000
  Securities Held Change : 0
   
All Securities Held : 15
  New Positions : 0
  Closed Positions : 1
  Increased Positions : 6
  Unchanged Positions : 5
  Decreased Positions : 4

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Holdings Found : 4     View All Holdings Currently Viewing:  Decreased Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (IAU)1 Year Chart         IAU iShares COMEX Gold Trust 2 - $50.31 $27,358,000 622,756 17.11% 1,013,000 -4,345 0.035    Closed - End Fund - E...
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 3 - $526.68 $23,396,000 46,780 14.63% 371,000 -1,119 0.005    Closed - End Fund - E...
   (VOT)1 Year Chart         VOT Van Kampen Municipal Opport... 6 - $242.85 $2,421,000 10,548 1.51% -274,000 -881 0.022    Closed - End Fund - Debt
   (GLD)1 Year Chart         GLD streetTRACKS Gold Trust 11 - $246.07 $268,000 1,248 0.17% -1,000 -61 0    Closed - End Fund - E...

      4 Records Found
  1    
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