CREDIT SUISSE AG - GLDI
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| OSAIC HOLDINGS, INC. | History | No change | 32,368 | 2,947 | 0.0% | 0.0% | 1 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| LPL Financial LLC | History | No change | 23,238 | 2,781 | 0.0% | 0.0% | 2 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| MADDEN SECURITIES Corp | History | No change | 18,885 | 2,654 | 0.74% | 0.74% | 3 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| ROYAL BANK OF CANADA | History | No change | 17,695 | 2,486 | 0.0% | 0.0% | 4 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Cavalier Investments, LLC | History | No change | 46,000 | 1,992 | 0.08% | 0.08% | 5 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Split Rock Private Trading & Wealth Management, LLC | History | No change | 19,296 | 1,788 | 1.23% | 1.23% | 6 | 0 | 0.0% | Q2 2026 | Jul 22, 2026 |
| OLD MISSION CAPITAL LLC | History | No change | 25,056 | 1,615 | 0.03% | 0.03% | 7 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Private Advisor Group, LLC | History | No change | 13,980 | 1,442 | 0.01% | 0.01% | 8 | 0 | 0.0% | Q2 2026 | Jul 27, 2026 |
| JANE STREET GROUP, LLC | History | No change | 22,096 | 1,434 | 0.0% | 0.0% | 9 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| WINNACLE WEALTH LLC | History | No change | 9,395 | 1,320 | 0.9% | 0.9% | 10 | 0 | 0.0% | Q2 2026 | Jul 21, 2026 |
| CreativeOne Wealth, LLC | History | No change | 9,281 | 1,304 | 0.03% | 0.03% | 11 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| EASTERN BANK | History | No change | 14,590 | 943 | 0.01% | 0.01% | 12 | 0 | 0.0% | Q3 2026 | Oct 05, 2026 |
| Dynamic Advisor Solutions LLC | History | No change | 6,685 | 939 | 0.03% | 0.03% | 13 | 0 | 0.0% | Q2 2026 | Jul 07, 2026 |
| DOVER ADVISORS, LLC | History | No change | 6,317 | 867 | 0.35% | 0.35% | 14 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Kestra Advisory Services, LLC | History | No change | 8,935 | 846 | 0.0% | 0.0% | 15 | 0 | 0.0% | Q2 2026 | Jul 28, 2026 |
| Tactive Advisors, LLC | History | Added to | 5,672 | 796 | 0.19% | 0.11% | 16 | +2,453 | 76.2% | Q3 2026 | Oct 08, 2026 |
| Belpointe Asset Management LLC | History | No change | 10,960 | 713 | 0.02% | 0.02% | 17 | 0 | 0.0% | Q2 2026 | Jul 31, 2026 |
| Oakmont Advisory Group, LLC | History | No change | 3,960 | 556 | 0.47% | 0.47% | 18 | 0 | 0.0% | Q2 2026 | Aug 03, 2026 |
| Cetera Investment Advisers | History | No change | 5,562 | 499 | 0.0% | 0.0% | 19 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| ENVESTNET ASSET MANAGEMENT INC | History | No change | 6,845 | 445 | 0.0% | 0.0% | 20 | 0 | 0.0% | Q2 2026 | Sep 23, 2026 |
| Mutual Advisors, LLC | History | No change | 3,127 | 439 | 0.01% | 0.01% | 21 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| HRT FINANCIAL LP | History | No change | 2,688 | 377 | 0.0% | 0.0% | 22 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Mission Financial Group, LLC | History | No change | 5,625 | 366 | 0.3% | 0.3% | 23 | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| Oasis Advisors, LLC | History | No change | 2,491 | 350 | 0.23% | 0.23% | 24 | 0 | 0.0% | Q2 2026 | Jul 30, 2026 |
| UBS Group AG | History | No change | 4,087 | 330 | 0.0% | 0.0% | 25 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Brookwood Investment Group LLC | History | No change | 4,337 | 282 | 0.03% | 0.03% | 26 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| DECISION INVESTMENTS, INC | History | Reduced | 1,996 | 280 | 0.25% | 0.26% | 27 | -55 | -2.68% | Q3 2026 | Oct 07, 2026 |
| HB Wealth Management, LLC | History | No change | 1,760 | 247 | 0.0% | 0.0% | 28 | 0 | 0.0% | Q2 2026 | Jul 29, 2026 |
| Mariner, LLC | History | No change | 5,201 | 225 | 0.0% | 0.0% | 29 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | History | No change | 3,443 | 224 | 0.0% | 0.0% | 30 | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| Steward Partners Investment Advisory, LLC | History | No change | 552 | 77 | 0.0% | 0.0% | 31 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| IMA Advisory Services, Inc. | History | No change | 275 | 38 | 0.0% | 0.0% | 32 | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| EverSource Wealth Advisors, LLC | History | No change | 213 | 29 | 0.0% | 0.0% | 33 | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| PNC FINANCIAL SERVICES GROUP, INC. | History | No change | 500 | 21 | 0.0% | 0.0% | 34 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| Global Retirement Partners, LLC | History | No change | 145 | 20 | 0.0% | 0.0% | 35 | 0 | 0.0% | Q2 2026 | Aug 06, 2026 |
| Capital Analysts, LLC | History | No change | 114 | 16 | 0.0% | 0.0% | 36 | 0 | 0.0% | Q2 2026 | Aug 05, 2026 |
| CoreCap Advisors, LLC | History | No change | 115 | 16 | 0.0% | 0.0% | 37 | 0 | 0.0% | Q2 2026 | Jul 06, 2026 |
| Aventura Private Wealth, LLC | History | No change | 109 | 15 | 0.0% | 0.0% | 38 | 0 | 0.0% | Q2 2026 | Jul 15, 2026 |
| MORGAN STANLEY | History | No change | 227 | 10 | 0.0% | 0.0% | 39 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| SWAN Capital LLC | History | No change | 161 | 10 | 0.0% | 0.0% | 40 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Federation des caisses Desjardins du Quebec | History | No change | 73 | 10 | 0.0% | 0.0% | 41 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| City State Bank | History | No change | 120 | 7 | 0.0% | 0.0% | 42 | 0 | 0.0% | Q2 2026 | Jul 14, 2026 |
| FMR LLC | History | No change | 92 | 6 | 0.0% | 0.0% | 43 | 0 | 0.0% | Q2 2026 | Aug 13, 2026 |
| Aspect Partners, LLC | History | No change | 75 | 3 | 0.0% | 0.0% | 44 | 0 | 0.0% | Q2 2026 | Jul 16, 2026 |
| TRUST CO OF VERMONT | History | No change | 60 | 2 | 0.0% | 0.0% | 45 | 0 | 0.0% | Q2 2026 | Aug 07, 2026 |
| SIGNATUREFD, LLC | History | No change | 20 | 1 | 0.0% | 0.0% | 46 | 0 | 0.0% | Q2 2026 | Jul 23, 2026 |
| Grove Bank & Trust | History | No change | 25 | 1 | 0.0% | 0.0% | 47 | 0 | 0.0% | Q3 2026 | Oct 08, 2026 |
| JPMORGAN CHASE & CO | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 12, 2026 |
| WELLS FARGO & COMPANY/MN | History | No change | 3 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 14, 2026 |
| NATIONAL BANK OF CANADA /FI/ | History | No change | 15 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 10, 2026 |
| VISION FINANCIAL MARKETS LLC | History | No change | 10 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Jul 24, 2026 |
| Allworth Financial LP | History | No change | 1 | 0 | — | — | — | 0 | 0.0% | Q2 2026 | Aug 11, 2026 |