B. Riley Wealth Advisors’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

B. Riley Wealth Advisors’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
2024 Q2	–	Sell	-2,100	Closed	-$281K	–	1478
2024 Q1	$281K	Buy	2,100 +200	+11%	+$28.9K	0.01%	1069
2023 Q4	$275K	Sell	1,900 -200	-10%	-$28K	0.01%	1100
2023 Q3	$281K	Buy	2,100 +200	+11%	+$28K	0.01%	1069
2023 Q2	$266K	Hold	1,900	–	–	0.01%	1189
2023 Q1	$281K	Buy	+1,900	New	+$279K	0.01%	1107

Other funds holding GLDI

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

B. Riley Wealth Advisors's GLDI Position: Q2 2024 in Review

B. Riley Wealth Advisors sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q2 2024, closing a stake of 2,100 shares — an estimated $281K sold.

B. Riley Wealth Advisors first reported a position in GLDI in Q1 2023 and held it in 5 quarters. The position peaked at $281K in Q1 2024. 17 funds tracked by Wall St. Rank hold GLDI as of Q2 2024.

B. Riley Wealth Advisors reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q2 2024 after selling out during the quarter.
B. Riley Wealth Advisors sold 2,100 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q2 2024, an estimated $281K.
B. Riley Wealth Advisors first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q1 2023 and held it in 5 quarters.
B. Riley Wealth Advisors's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $281K in Q1 2024.
17 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q2 2024.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2024, filed 19 Aug 2024.