WORLD GOLD TR

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

LWM Advisory Services, LLC's Holding History (CIK: 0001697716)

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

Q4 2025
Shares 157,581 Value ($000) $13,453 Avg Close — Range —
Q3 2025
Shares 161,495 Value ($000) $12,346 Avg Close — Range —
Q2 2025
Shares 259,230 Value ($000) $16,985 Avg Close — Range —
Q1 2025
Shares 161,714 Value ($000) $10,008 Avg Close — Range —
Q4 2024
Shares 137,106 Value ($000) $7,128 Avg Close — Range —
Q3 2024
Shares 21,351 Value ($000) $968 Avg Close — Range —