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

DCM Advisors’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
2022 Q1	–	Sell	-655	Closed	-$111K	–	197
2021 Q4	$111K	Sell	655 -2,755	-81%	-$465K	0.03%	204
2021 Q3	$569K	Sell	3,410 -10	-0.3%	-$1.72K	0.22%	121
2021 Q2	$585K	Buy	3,420 +420	+14%	+$74.9K	0.33%	94
2021 Q1	$523K	Sell	3,000 -25	-0.8%	-$4.58K	0.3%	111
2020 Q4	$587K	Buy	+3,025	New	+$588K	0.34%	92

Other funds holding GLDI

Cavalier Investments Alpharetta, Georgia $3.7B AUM 51.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

APA

American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rockland Trust Hanover, Massachusetts $2.55B AUM 17.04% 1-Year Est. Return

DCM Advisors's GLDI Position: Q1 2022 in Review

DCM Advisors sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q1 2022, closing a stake of 655 shares — an estimated $111K sold.

DCM Advisors first reported a position in GLDI in Q4 2020 and held it in 5 quarters. The position peaked at $587K in Q4 2020. 30 funds tracked by Wall St. Rank hold GLDI as of Q1 2022.

DCM Advisors reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q1 2022 after selling out during the quarter.
DCM Advisors sold 655 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q1 2022, an estimated $111K.
DCM Advisors 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 5 quarters.
DCM Advisors's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $587K in Q4 2020.
30 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q1 2022.

Based on DCM Advisors's 13F filing for Q1 2022, filed 9 May 2022.