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

Claris Financial’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
2026 Q1	$1.34M	Buy	8,079 +1,353	+20%	+$239K	0.73%	32
2025 Q4	$1.17M	Sell	6,726 -739	-10%	-$127K	0.62%	40
2025 Q3	$1.26M	Buy	7,465 +3,434	+85%	+$557K	0.71%	32
2025 Q2	$642K	Buy	+4,031	New	+$652K	0.48%	60

Other funds holding GLDI

Oasis Advisors Forest City, Iowa $509M AUM

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

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

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Claris Financial's GLDI Position: Q1 2026 in Review

Claris Financial increased its Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) stake by 20% in Q1 2026, buying an estimated $239K and bringing the position to 8,079 shares worth $1.34M. The position accounts for 0.73% of the portfolio, ranked #32.

Claris Financial first reported a position in GLDI in Q2 2025 and has held it in 4 quarters since. 35 funds tracked by Wall St. Rank hold GLDI as of Q1 2026.

Claris Financial held 8,079 shares of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 worth $1.34M as of Q1 2026.
Claris Financial bought 1,353 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q1 2026, an estimated $239K.
Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 made up 0.73% of Claris Financial's portfolio in Q1 2026, its #32 holding.
Claris Financial first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q2 2025 and has held it in 4 quarters since.
35 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.