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

Kingsview 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
2022 Q4	–	Sell	-12,117	Closed	-$1.73M	–	863
2022 Q3	$1.73M	Buy	+12,117	New	+$1.8M	0.08%	247
2022 Q1	–	Sell	-2,255	Closed	-$382K	–	920
2021 Q4	$382K	Buy	+2,255	New	+$381K	0.02%	650
2021 Q2	–	Sell	-4,115	Closed	-$725K	–	946
2021 Q1	$725K	Buy	4,115 +2,468	+150%	+$452K	0.04%	421
2020 Q4	$320K	Sell	1,647 -631	-28%	-$123K	0.02%	538
2020 Q3	$448K	Sell	2,278 -1,969	-46%	-$396K	0.04%	387
2020 Q2	$841K	Buy	+4,247	New	+$828K	0.08%	234

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

Kingsview Wealth Management's GLDI Position: Q4 2022 in Review

Kingsview Wealth Management sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q4 2022, closing a stake of 12,117 shares — an estimated $1.73M sold.

Kingsview Wealth Management first reported a position in GLDI in Q2 2020 and held it in 6 quarters. The position peaked at $1.73M in Q3 2022. 24 funds tracked by Wall St. Rank hold GLDI as of Q4 2022.

Kingsview Wealth Management 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.
Kingsview Wealth Management sold 12,117 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q4 2022, an estimated $1.73M.
Kingsview Wealth Management first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q2 2020 and held it in 6 quarters.
Kingsview Wealth Management's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $1.73M in Q3 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 Kingsview Wealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.