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

Money Concepts Capital’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 Q1	–	Sell	-200	Closed	-$29.4K	–	1461
2022 Q4	$29.4K	Buy	+200	New	+$29.1K	﹤0.01%	1485
2022 Q2	–	Sell	-201	Closed	-$34K	–	1909
2022 Q1	$34K	Buy	+201	New	+$34.2K	﹤0.01%	1388

Other funds holding GLDI

BAM

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

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

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

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

WCG

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

Money Concepts Capital's GLDI Position: Q1 2023 in Review

Money Concepts Capital sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q1 2023, closing a stake of 200 shares — an estimated $29.4K sold.

Money Concepts Capital first reported a position in GLDI in Q1 2022 and held it in 2 quarters. The position peaked at $34K in Q1 2022. 24 funds tracked by Wall St. Rank hold GLDI as of Q1 2023.

Money Concepts Capital reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q1 2023 after selling out during the quarter.
Money Concepts Capital sold 200 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q1 2023, an estimated $29.4K.
Money Concepts Capital first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q1 2022 and held it in 2 quarters.
Money Concepts Capital's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $34K 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 Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.