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Albion Financial Group’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

Albion Financial Group’s Portfolio GLDI Stock Details GLDI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-30
Closed -$4.61K – 638
2024
Q4 		$4.61K Buy
+30
New +$4.66K ﹤0.01% 476

Other funds holding GLDI

CI
Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DA
Dover Advisors Richmond, Virginia $242M AUM 19.31% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Albion Financial Group's GLDI Position: Q1 2025 in Review

Albion Financial Group sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q1 2025, closing a stake of 30 shares — an estimated $4.61K sold.

Albion Financial Group first reported a position in GLDI in Q4 2024 and held it in 1 quarter. The position peaked at $4.61K in Q4 2024. 18 funds tracked by Wall St. Rank hold GLDI as of Q1 2025.

  • Albion Financial Group reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q1 2025 after selling out during the quarter.
  • Albion Financial Group sold 30 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q1 2025, an estimated $4.61K.
  • Albion Financial Group first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q4 2024 and held it in 1 quarter.
  • Albion Financial Group's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $4.61K in Q4 2024.
  • 18 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q1 2025.

Based on Albion Financial Group's 13F filing for Q1 2025, filed 25 Apr 2025.