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

Sutton Wealth Advisors’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
-300
Closed -$44.1K – 1104
2022
Q4 		$44.1K Buy
+300
New +$43.7K 0.02% 428

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
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

Sutton Wealth Advisors's GLDI Position: Q1 2023 in Review

Sutton Wealth Advisors sold out of Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 (GLDI) in Q1 2023, closing a stake of 300 shares — an estimated $44.1K sold.

Sutton Wealth Advisors first reported a position in GLDI in Q4 2022 and held it in 1 quarter. The position peaked at $44.1K in Q4 2022. 24 funds tracked by Wall St. Rank hold GLDI as of Q1 2023.

  • Sutton Wealth Advisors 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.
  • Sutton Wealth Advisors sold 300 Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 shares in Q1 2023, an estimated $44.1K.
  • Sutton Wealth Advisors 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 1 quarter.
  • Sutton Wealth Advisors's Credit Suisse X-Links Gold Shares Covered Call ETNs due February 2 2033 position peaked at $44.1K in Q4 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 Sutton Wealth Advisors's 13F filing for Q1 2023, filed 7 Nov 2023.