WORLD GOLD TR

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

KWB Wealth's Holding History (CIK: 0001822236)

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

Q4 2025
Shares 127,227 Value ($000) $10,861 Avg Close — Range —
Q3 2025
Shares 83,878 Value ($000) $5,496 Avg Close — Range —
Q2 2025
Shares 77,617 Value ($000) $4,804 Avg Close — Range —
Q1 2025
Shares 40,822 Value ($000) $2,122 Avg Close — Range —