Streamex Corp., a technology company focused on the tokenization of commodity real-world assets, yesterday hosted its Q1 2026 Earnings and Corporate Update Presentation, featuring remarks from Executive Chairman Morgan Lekstrom, Chief Executive Officer Henry McPhie, Chief Financial Officer Christine Plummer, and Chief Investment Officer Mitch Williams. The following is a summary of the key topics covered.

Highlights

• Equity Trust - access to $72B+ and 359,000 U.S. tax-advantaged retirement accounts. An upcoming integration with Equity Trust Company opens GLDY to a distribution channel that previously had no pathway to tokenized commodity products, unlocking a significant addressable market of U.S. retirement capital.

• Orca - 24/7 decentralized secondary market for tokenized securities. Streamex and Orca have entered into a development partnership agreement to build a compliant, permissioned secondary trading venue for tokenized securities, starting with GLDY. Holders will have the ability to trade their position at any time on decentralized infrastructure, with compliance enforced automatically at the wallet level.

• Wintermute - instant T+0 liquidity. A collaboration with Wintermute, one of the world's leading institutional liquidity providers, enables GLDY investors to mint and redeem their positions instantly, 24/7, reducing settlement from T+2 to T+0 and removing a key friction point for prospective investors.

• GLDY is live, earning yield, and proven. GLDY closed Q1 with approximately $14 million in AUM (3,096 oz), paid its first dividends of 10.48 oz of gold to holders, and NAV continues to track the gold price exactly as designed. The infrastructure is auditable, operational, and now the foundation for every product that follows.

• $45.85M cash position, zero debt, and a clean capital structure. Q1 capital actions, a $40.25M equity raise and full retirement of all convertible debentures, leaves Streamex fully deleveraged with management expecting significantly more than 12 months of runway at current burn rates. The Company is executing its roadmap from a position of financial strength.

Morgan Lekstrom, Co-Founder & Executive Chairman of Streamex said:

“This was the quarter Streamex went from preparation to proof. We launched our first product, paid our first dividends to GLDY holders, retired all of our convertible debt, and strategically built an institutional partnership ecosystem that we believe uniquely positions the Company for substantial, scalable growth."

Q1 2026 Highlights

Management highlighted Q1 2026 as a quarter defined by proof of product and platform. Key milestones included the successful launch of GLDY, the distribution of the first investor dividend, a fully deleveraged balance sheet with $45.85 million in cash and investments, and the formation of a comprehensive institutional partnership ecosystem. The Company also resolved the early KYC vendor integration issue that had slowed initial onboarding, with a dedicated sales and service team now actively working through the backlog of prospective investor accounts.

Orca – Integrated Secondary Market Infrastructure for GLDY

Streamex announced a development partnership with Orca, Solana’s leading decentralized exchange, to create a compliant, permissioned secondary market for tokenized securities. The infrastructure enables GLDY to trade 24/7 through a decentralized venue where regulatory compliance, restricting trading to KYC-verified, accredited investors, is enforced automaticallyl. This partnership also creates a new ongoing revenue stream for Streamex through a revenue sharing arrangement. Henry described the infrastructure as foundational: GLDY is the first asset to trade on it, but the platform is designed to support tokenized securities broadly.

Wintermute - Instant Liquidity

Streamex announced a collaboration with Wintermute, one of the world’s leading crypto-native algorithmic trading and market-making firms, to provide instant 24/7 liquidity for GLDY. Upon go-live, investors will be able to mint and redeem GLDY instantly, reducing settlement time from T+2 to T+0. This removes a key friction point for prospective investors and meaningfully increases the utility and accessibility of GLDY as a financial instrument.

Equity Trust - IRA Custody Integration

Streamex announced an integration with Equity Trust Company, a leading self-directed IRA custodian, enabling U.S. investors to hold GLDY inside tax-advantaged retirement accounts. The integration unlocks access to over $72 billion of retirement capital across 359,000 accounts, a distribution channel that previously had no pathway to tokenized commodity products. Henry described this as potentially the largest single distribution unlock of the three partnerships.

Henry McPhie, Co-Founder & Chief Executive Officer of Streamex, said:

“Every buyer has a path in, and every holder has a path out. We have now stitched together the entire flow, buy, hold, trade, and exit, with institutional partners that are best-in-class in their respective categories. These are not aspirational. These are confirmed partnerships, currently being integrated, that we believe will be transformational for GLDY’s adoption and AUM growth.”

Roadmap & Product Pipeline

Henry outlined the product roadmap, emphasizing that future products will be built on the same infrastructure that GLDY has already proven. Q2 2026 is focused on activating partnerships and scaling GLDY functionality. Q3 2026 will see the launch of GLDC, a retail-accessible tokenized gold product backed by GLDY and designed for wide distribution including DeFi integrations, with every dollar of GLDC collateralized by GLDY, directly compounding GLDY AUM. Also targeted for Q3 is SLVC, a tokenized silver product with infrastructure and smart contracts already in place. Q4 2026 will expand functionality across existing products and launch an initial pilot in tokenized royalties and streams. 2027 and beyond will extend the platform into additional commodities including copper, oil, gas, and additional jurisdictions.

NoYesAsset Management25 May, 2026

Financial IT

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