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

Cavalier Investments’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 Q2	–	Sell	-16,312	Closed	-$2.64M	–	77
2025 Q1	$2.64M	Buy	+16,312	New	+$2.58M	0.9%	32
2022 Q3	–	Sell	-61,627	Closed	-$9.64M	–	96
2022 Q2	$9.64M	Buy	61,627 +4,459	+8%	+$726K	3.37%	6
2022 Q1	$9.73M	Buy	57,168 +19,679	+52%	+$3.35M	2.54%	10
2021 Q4	$6.34M	Buy	37,489 +25,239	+206%	+$4.26M	1.65%	19
2021 Q3	$2.05M	Buy	12,250 +2,250	+23%	+$386K	0.65%	44
2021 Q2	$1.71M	Hold	10,000	–	–	0.62%	58
2021 Q1	$1.74M	Sell	10,000 -2,750	-22%	-$503K	0.76%	43
2020 Q4	$2.47M	Buy	+12,750	New	+$2.48M	1.13%	30

Other funds holding GLDI

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

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

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

Dover Advisors Richmond, Virginia $242M AUM 19.31% 1-Year Est. Return

Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return

Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return

JIP

Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Cavalier Investments's GLDI Position: Q2 2025 in Review

Cavalier Investments sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q2 2025, closing a stake of 16,312 shares — an estimated $2.64M sold.

Cavalier Investments first reported a position in GLDI in Q4 2020 and held it in 8 quarters. The position peaked at $9.73M in Q1 2022. 18 funds tracked by Wall St. Rank hold GLDI as of Q2 2025.

Cavalier Investments reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q2 2025 after selling out during the quarter.
Cavalier Investments sold 16,312 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q2 2025, an estimated $2.64M.
Cavalier Investments 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 8 quarters.
Cavalier Investments's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $9.73M 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 Q2 2025.

Based on Cavalier Investments's 13F filing for Q2 2025, filed 30 Jul 2025.