CREDIT SUISSE AG - GLDI

Sector: Financial · Industry: Security Brokers, Dealers & Flotation Companies
Website: No information yet · Social: No information yet

Company profile

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Quarter snapshot

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Q4 2025 · Q3 2025
Value (USD)
Total reported value ($000)
$42.97M
QoQ value delta ($000)
+$18.28M (+74.02%)
Implied price effect (QoQ)
-18.74%
Shares
Total shares
437,834
QoQ shares delta
+233,386 (+114.15%)
Total shares held by funds (by quarter)

Market chart (GLDI)

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Top holders (Q4 2025)

Top 25 only Full list
Early Q1 2026 data: only 6 institutional holders reported so far. More will appear as funds file with the SEC.
Manager Value ($000) Shares % of 13F
JANE STREET GROUP, LLC 4,623 81,457 0.0%
OSAIC HOLDINGS, INC. 3,461 26,654 0.01%
LPL Financial LLC 3,070 19,464 0.0%
ROYAL BANK OF CANADA 3,021 17,389 0.0%
Claris Financial LLC 2,338 18,444 1.24%
Cavalier Investments, LLC 1,999 42,254 0.1%
CreativeOne Wealth, LLC 1,649 9,494 0.04%
Brookwood Investment Group LLC 1,604 16,067 0.19%
Belpointe Asset Management LLC 1,562 15,646 0.06%
UBS Group AG 1,559 32,773 0.0%
WINNOW WEALTH LLC 1,504 8,644 1.11%
Private Advisor Group, LLC 1,498 10,112 0.01%
Orion Porfolio Solutions, LLC 1,284 7,391 0.01%
Oasis Advisors, LLC 1,248 7,186 0.66%
EASTERN BANK 1,174 11,765 0.02%
Kestra Advisory Services, LLC 1,141 8,835 0.0%
OLD MISSION CAPITAL LLC 909 9,110 0.02%
DOVER ADVISORS, LLC 867 6,317 0.34%
Split Rock Private Trading & Wealth Management, LLC 864 8,652 0.69%
OneAscent Family Office, LLC 766 7,672 0.52%
TWO SIGMA SECURITIES, LLC 681 11,664 0.09%
Marmo Financial Group, LLC 670 6,711 0.32%
ENVESTNET ASSET MANAGEMENT INC 644 6,452 0.0%
Cetera Investment Advisers 595 4,625 0.0%
MADDEN SECURITIES Corp 549 3,165 0.17%