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

Independent Financial Group’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
-1,798
Closed -$299K – 1584
2026
Q1 		$299K Buy
+1,798
New +$317K 0.01% 1163

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WW
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CW
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SRPTWM
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PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Independent Financial Group's GLDI Position: Q2 2026 in Review

Independent Financial Group sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q2 2026, closing a stake of 1,798 shares — an estimated $299K sold.

Independent Financial Group first reported a position in GLDI in Q1 2026 and held it in 1 quarter. The position peaked at $299K in Q1 2026. 33 funds tracked by Wall St. Rank hold GLDI as of Q2 2026.

  • Independent Financial Group reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 1,798 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q2 2026, an estimated $299K.
  • Independent Financial Group first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $299K in Q1 2026.
  • 33 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.