Avior Wealth Management’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

Avior Wealth Management’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	-200	Closed	-$30.7K	–	1376
2024 Q4	$30.7K	Hold	200	–	–	﹤0.01%	1306
2024 Q3	$31.1K	Hold	200	–	–	﹤0.01%	1277
2024 Q2	$29.5K	Hold	200	–	–	﹤0.01%	1260
2024 Q1	$29.9K	Hold	200	–	–	﹤0.01%	1443
2023 Q4	$29K	Hold	200	–	–	﹤0.01%	825
2023 Q3	$26.8K	Hold	200	–	–	﹤0.01%	898
2023 Q2	$28K	Hold	200	–	–	﹤0.01%	877
2023 Q1	$29.6K	Hold	200	–	–	﹤0.01%	877
2022 Q4	$29.4K	Hold	200	–	–	﹤0.01%	705
2022 Q3	$28K	Hold	200	–	–	﹤0.01%	694
2022 Q2	$31K	Hold	200	–	–	﹤0.01%	632
2022 Q1	$34K	Hold	200	–	–	﹤0.01%	644
2021 Q4	$33K	Hold	200	–	–	﹤0.01%	627
2021 Q3	$33K	Buy	200 +125	+167%	+$21.5K	﹤0.01%	601
2021 Q2	$12K	Hold	75	–	–	﹤0.01%	725
2021 Q1	$13K	Hold	75	–	–	﹤0.01%	720
2020 Q4	$14K	Buy	+75	New	+$14.6K	﹤0.01%	663

Other funds holding GLDI

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return

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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Avior Wealth Management's GLDI Position: Q1 2025 in Review

Avior Wealth Management sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q1 2025, closing a stake of 200 shares — an estimated $30.7K sold.

Avior Wealth Management first reported a position in GLDI in Q4 2020 and held it in 17 quarters. The position peaked at $34K in Q1 2022. 18 funds tracked by Wall St. Rank hold GLDI as of Q1 2025.

Avior Wealth Management 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.
Avior Wealth Management sold 200 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q1 2025, an estimated $30.7K.
Avior Wealth Management first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q4 2020 and held it in 17 quarters.
Avior Wealth Management's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $34K in Q1 2022.
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 Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.