BAM
GLDI icon

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

Belpointe Asset 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
Q4 		– Sell
-1,218
Closed -$205K – 1056
2025
Q3 		$205K Buy
+1,218
New +$198K 0.01% 926
2025
Q1 		– Sell
-4,243
Closed -$651K – 962
2024
Q4 		$651K Sell
4,243
-29
-0.7% -$4.51K 0.04% 444
2024
Q3 		$665K Sell
4,272
-827
-16% -$126K 0.04% 425
2024
Q2 		$751K Sell
5,099
-351
-6% -$52.5K 0.05% 348
2024
Q1 		$815K Sell
5,450
-898
-14% -$130K 0.06% 322
2023
Q4 		$919K Sell
6,348
-4,288
-40% -$601K 0.08% 230
2023
Q3 		$1.42M Sell
10,636
-9,070
-46% -$1.27M 0.15% 140
2023
Q2 		$2.76M Sell
19,706
-31,461
-61% -$4.57M 0.29% 69
2023
Q1 		$7.56M Buy
51,167
+1,101
+2% +$162K 0.41% 38
2022
Q4 		$7.36M Buy
+50,066
New +$7.29M 0.44% 29

Other funds holding GLDI

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $154M AUM
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $119M AUM

Belpointe Asset Management's GLDI Position: Q4 2025 in Review

Belpointe Asset Management sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q4 2025, closing a stake of 1,218 shares — an estimated $205K sold.

Belpointe Asset Management first reported a position in GLDI in Q4 2022 and held it in 10 quarters. The position peaked at $7.56M in Q1 2023. 31 funds tracked by Wall St. Rank hold GLDI as of Q4 2025.

  • Belpointe Asset Management reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q4 2025 after selling out during the quarter.
  • Belpointe Asset Management sold 1,218 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q4 2025, an estimated $205K.
  • Belpointe Asset Management first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q4 2022 and held it in 10 quarters.
  • Belpointe Asset Management's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $7.56M in Q1 2023.
  • 31 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q4 2025.

Based on Belpointe Asset Management's 13F filing for Q4 2025, filed 27 Jan 2026.