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

ICA Group Wealth Management’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
2023 Q3	–	Sell	-105	Closed	-$14.7K	–	608
2023 Q2	$14.7K	Hold	105	–	–	﹤0.01%	771
2023 Q1	$15.5K	Buy	+105	New	+$15.4K	﹤0.01%	723

Other funds holding GLDI

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

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

BAM

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

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

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

Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return

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

OMC

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

BRWA

B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

ICA Group Wealth Management's GLDI Position: Q3 2023 in Review

ICA Group Wealth Management sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q3 2023, closing a stake of 105 shares — an estimated $14.7K sold.

ICA Group Wealth Management first reported a position in GLDI in Q1 2023 and held it in 2 quarters. The position peaked at $15.5K in Q1 2023. 19 funds tracked by Wall St. Rank hold GLDI as of Q3 2023.

ICA Group Wealth Management reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q3 2023 after selling out during the quarter.
ICA Group Wealth Management sold 105 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q3 2023, an estimated $14.7K.
ICA Group Wealth Management first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q1 2023 and held it in 2 quarters.
ICA Group Wealth Management's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $15.5K in Q1 2023.
19 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q3 2023.

Based on ICA Group Wealth Management's 13F filing for Q3 2023, filed 13 Nov 2023.