WORLD GOLD TR

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

Steward Partners Investment Advisory, LLC's Holding History (CIK: 0001723397)

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

Q4 2025
Shares 40,868 Value ($000) $3,489 Avg Close — Range —
Q3 2025
Shares 42,132 Value ($000) $3,221 Avg Close — Range —
Q2 2025
Shares 39,849 Value ($000) $2,611 Avg Close — Range —
Q1 2025
Shares 42,775 Value ($000) $2,647 Avg Close — Range —
Q4 2024
Shares 43,904 Value ($000) $2,283 Avg Close — Range —
Q3 2024
Shares 41,216 Value ($000) $2,149 Avg Close — Range —
Q2 2024
Shares 39,240 Value ($000) $1,809 Avg Close — Range —
Q1 2024
Shares 36,901 Value ($000) $1,625 Avg Close — Range —
Q4 2023
Shares 37,345 Value ($000) $1,528 Avg Close — Range —
Q3 2023
Shares 22,490 Value ($000) $824 Avg Close — Range —
Q2 2023
Shares 18,471 Value ($000) $704 Avg Close — Range —
Q1 2023
Shares 11,778 Value ($000) $461 Avg Close — Range —