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

CreativeOne Wealth’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 		$1.8M Buy
10,868
+1,374
+14% +$242K 0.04% 382
2025
Q4 		$1.65M Buy
9,494
+1,127
+13% +$194K 0.04% 385
2025
Q3 		$1.41M Buy
8,367
+2,486
+42% +$403K 0.03% 428
2025
Q2 		$937K Sell
5,881
-197
-3% -$31.9K 0.02% 553
2025
Q1 		$983K Sell
6,078
-554
-8% -$87.6K 0.03% 483
2024
Q4 		$1.02M Buy
6,632
+488
+8% +$75.9K 0.03% 462
2024
Q3 		$956K Buy
6,144
+371
+6% +$56.5K 0.03% 444
2024
Q2 		$850K Buy
5,773
+1,957
+51% +$293K 0.04% 360
2024
Q1 		$571K Buy
3,816
+26
+0.7% +$3.76K 0.02% 529
2023
Q4 		$549K Buy
3,790
+2,112
+126% +$296K 0.04% 349
2023
Q3 		$225K Buy
+1,678
New +$235K 0.02% 506

Other funds holding GLDI

OA
Oasis Advisors Forest City, Iowa $509M AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
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
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
CF
Claris Financial Glen Allen, Virginia $183M AUM 17.41% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $130M AUM 17.71% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return