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

Freestone Capital Holdings’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 Q2	–	Sell	-8,000	Closed	-$1.33M	–	660
2026 Q1	$1.33M	Buy	+8,000	New	+$1.41M	0.04%	216
2025 Q3	–	Sell	-8,000	Closed	-$1.27M	–	552
2025 Q2	$1.27M	Buy	+8,000	New	+$1.29M	0.04%	207

Other funds holding GLDI

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

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return

Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return