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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
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LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OA
Oasis Advisors Forest City, Iowa $509M AUM
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
OAG
Oakmont Advisory Group Albuquerque, New Mexico $98.2M AUM