Split Rock Private Trading & Wealth Management
GLDI icon

Split Rock Private Trading & Wealth Management’s Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 GLDI Stock Holding History

Split Rock Private Trading & 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
2026
Q3 		$1.04M Buy
7,370
+306
+4% +$44.6K 0.7% 20
2026
Q2 		$993K Buy
7,064
+1,335
+23% +$215K 0.68% 21
2026
Q1 		$951K Buy
+5,729
New +$1.01M 0.74% 20

Other funds holding GLDI

MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Winnow Wealth
Winnow Wealth Waco, Texas $151M AUM 17.14% 1-Year Est. Return
Dynamic Advisor Solutions
Dynamic Advisor Solutions Phoenix, Arizona $3.52B AUM 15.33% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
Midwest Professional Planners Ltd (MPPL)
Midwest Professional Planners Ltd (MPPL) Wausau, Wisconsin $506M AUM 37.62% 1-Year Est. Return
Tactive Advisors
Tactive Advisors Jacksonville, Florida $416M AUM 26.3% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Decision Investments
Decision Investments San Diego, California $110M AUM 52.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Split Rock Private Trading & Wealth Management's GLDI Position: Q3 2026 in Review

Split Rock Private Trading & Wealth Management increased its Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) stake by 4.3% in Q3 2026, buying an estimated $44.6K and bringing the position to 7,370 shares worth $1.04M. The position accounts for 0.7% of the portfolio, ranked #20.

Split Rock Private Trading & Wealth Management first reported a position in GLDI in Q1 2026 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold GLDI as of Q3 2026.

  • Split Rock Private Trading & Wealth Management held 7,370 shares of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 worth $1.04M as of Q3 2026.
  • Split Rock Private Trading & Wealth Management bought 306 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q3 2026, an estimated $44.6K.
  • Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 made up 0.7% of Split Rock Private Trading & Wealth Management's portfolio in Q3 2026, its #20 holding.
  • Split Rock Private Trading & Wealth Management first reported a position in Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 in Q1 2026 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 as of Q3 2026.

Based on Split Rock Private Trading & Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.