WORLD GOLD TR

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

Heritage Wealth Advisors's Holding History (CIK: 0001591122)

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

Q4 2025
Shares 22,789 Value ($000) $1,945 Avg Close — Range —
Q3 2025
Shares 21,975 Value ($000) $1,680 Avg Close — Range —
Q2 2025
Shares 21,975 Value ($000) $1,440 Avg Close — Range —
Q1 2025
Shares 21,975 Value ($000) $1,360 Avg Close — Range —
Q4 2024
Shares 21,975 Value ($000) $1,142 Avg Close — Range —
Q3 2024
Shares 22,083 Value ($000) $1,151 Avg Close — Range —
Q2 2024
Shares 22,083 Value ($000) $1,018 Avg Close — Range —
Q1 2024
Shares 22,083 Value ($000) $973 Avg Close — Range —
Q4 2023
Shares 22,083 Value ($000) $903 Avg Close — Range —