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

QP 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
Q2 		– Sell
-2,115
Closed -$313K – 73
2023
Q1 		$313K Buy
2,115
+185
+10% +$27.1K 0.51% 46
2022
Q4 		$284K Buy
+1,930
New +$281K 0.44% 54

Other funds holding GLDI

BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.43B AUM 24.13% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
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

QP Wealth Management's GLDI Position: Q2 2023 in Review

QP Wealth Management sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q2 2023, closing a stake of 2,115 shares — an estimated $313K sold.

QP Wealth Management first reported a position in GLDI in Q4 2022 and held it in 2 quarters. The position peaked at $313K in Q1 2023. 20 funds tracked by Wall St. Rank hold GLDI as of Q2 2023.

  • QP Wealth Management reported no remaining Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position as of Q2 2023 after selling out during the quarter.
  • QP Wealth Management sold 2,115 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q2 2023, an estimated $313K.
  • QP Wealth Management first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q4 2022 and held it in 2 quarters.
  • QP Wealth Management's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $313K in Q1 2023.
  • 20 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q2 2023.

Based on QP Wealth Management's 13F filing for Q2 2023, filed 13 Jul 2023.