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

Oakmont Advisory 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 		$557K Sell
3,960
-1,032
-21% -$166K 0.47% 49
2026
Q1 		$829K Buy
4,992
+400
+9% +$70.5K 0.84% 27
2025
Q4 		$798K Buy
+4,592
New +$789K 0.85% 30

Other funds holding GLDI

MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
WW
Winnow Wealth Waco, Texas $147M AUM 23.82% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.63B AUM 25.46% 1-Year Est. Return
SRPTWM
Split Rock Private Trading & Wealth Management Cloquet, Minnesota $146M AUM
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

Oakmont Advisory Group's GLDI Position: Q2 2026 in Review

Oakmont Advisory Group reduced its Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) stake by 21% in Q2 2026, selling an estimated $166K and leaving 3,960 shares worth $557K. The position accounts for 0.47% of the portfolio, ranked #49.

Oakmont Advisory Group first reported a position in GLDI in Q4 2025 and has held it in 3 quarters since. The position peaked at $829K in Q1 2026. 33 funds tracked by Wall St. Rank hold GLDI as of Q2 2026.

  • Oakmont Advisory Group held 3,960 shares of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 worth $557K as of Q2 2026.
  • Oakmont Advisory Group sold 1,032 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q2 2026, an estimated $166K.
  • Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 made up 0.47% of Oakmont Advisory Group's portfolio in Q2 2026, its #49 holding.
  • Oakmont Advisory Group first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q4 2025 and has held it in 3 quarters since.
  • Oakmont Advisory Group's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $829K 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 Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.