WORLD GOLD TR

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

UNITED CAPITAL FINANCIAL ADVISORS, LLC's Holding History (CIK: 0001463217)

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

Q4 2025
Shares 7,977 Value ($000) $681 Avg Close — Range —
Q3 2025
Shares 2,769 Value ($000) $212 Avg Close — Range —