WORLD GOLD TR

Ticker: GLDM CUSIP: 98149E303 Class: Exchange Traded Fund

Clearstead Advisors, LLC's Holding History (CIK: 0000842775)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 20,286 Value ($000) $1,732 Avg Close — Range —
Q3 2025
Shares 18,627 Value ($000) $1,424 Avg Close — Range —
Q2 2025
Shares 9,189 Value ($000) $602 Avg Close — Range —
Q1 2025
Shares 11,304 Value ($000) $700 Avg Close — Range —
Q4 2024
Shares 13,101 Value ($000) $681 Avg Close — Range —
Q3 2024
Shares 12,089 Value ($000) $630 Avg Close — Range —
Q2 2024
Shares 11,944 Value ($000) $550 Avg Close — Range —