WORLD GOLD TR

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

Waverly Advisors, LLC's Holding History (CIK: 0001568787)

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

Q4 2025
Shares 18,128 Value ($000) $1,548 Avg Close — Range —
Q3 2025
Shares 17,119 Value ($000) $1,309 Avg Close — Range —
Q2 2025
Shares 15,553 Value ($000) $1,019 Avg Close — Range —
Q1 2025
Shares 6,312 Value ($000) $391 Avg Close — Range —
Q4 2024
Shares 6,329 Value ($000) $329 Avg Close — Range —
Q3 2024
Shares 6,056 Value ($000) $316 Avg Close — Range —
Q2 2024
Shares 6,056 Value ($000) $279 Avg Close — Range —