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

FSC Wealth 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 Q4	–	Sell	-328	Closed	-$47K	–	188
2022 Q3	$47K	Sell	328 -60	-15%	-$8.93K	0.45%	46
2022 Q2	$61K	Sell	388 -144	-27%	-$23.4K	0.54%	45
2022 Q1	$91K	Buy	532 +185	+53%	+$31.5K	0.09%	41
2021 Q4	$59K	Buy	+347	New	+$58.6K	0.04%	68

Other funds holding GLDI

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

BAM

Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

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

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

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

OMC

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

FSC Wealth Advisors's GLDI Position: Q4 2022 in Review

FSC Wealth Advisors sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q4 2022, closing a stake of 328 shares — an estimated $47K sold.

FSC Wealth Advisors first reported a position in GLDI in Q4 2021 and held it in 4 quarters. The position peaked at $91K in Q1 2022. 24 funds tracked by Wall St. Rank hold GLDI as of Q4 2022.

FSC Wealth Advisors reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q4 2022 after selling out during the quarter.
FSC Wealth Advisors sold 328 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q4 2022, an estimated $47K.
FSC Wealth Advisors first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q4 2021 and held it in 4 quarters.
FSC Wealth Advisors's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $91K in Q1 2022.
24 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q4 2022.

Based on FSC Wealth Advisors's 13F filing for Q4 2022, filed 17 Jan 2023.