Credit Suisse AG
GLDI- Exchange
- Nasdaq
- Industry
- Security Brokers, Dealers & Flotation Companies
- SEC CIK
- 0001053092
No open-market purchases or sales by Credit Suisse AG insiders were filed in the last 90 days; 33 institutions reported holding it in 13F filings for Q2 2026, worth $20.4M in total; no superinvestor holds it.
13F holders, Q3 2021
Institutional positions in Credit Suisse AG as of Sep 30, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 25
- +1 vs. Q2 2021
- Shares held
- 2.12M
- +292.0K (+16.0%) vs. Q2 2021
- Total value
- $17.8M
- +$2.10M (+13.4%) vs. Q2 2021
- New holders
- 4
- 7 more added
- Sold out
- 3
- 7 more reduced
1 institution that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 2021: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting GLDI on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 33 | $20.4M |
| Q1 2026 | 35 | $49.2M |
| Q4 2025 | 31 | $21.2M |
| Q3 2025 | 26 | $17.5M |
| Q2 2025 | 19 | $10.0M |
| Q1 2025 | 19 | $12.1M |
| Q4 2024 | 24 | $10.9M |
| Q3 2024 | 19 | $9.03M |
| Q2 2024 | 17 | $8.92M |
| Q1 2024 | 19 | $11.2M |
| Q4 2023 | 21 | $13.8M |
| Q3 2023 | 20 | $10.7M |
| Q2 2023 | 20 | $13.1M |
| Q1 2023 | 24 | $20.6M |
| Q4 2022 | 24 | $32.7M |
| Q3 2022 | 25 | $24.8M |
| Q2 2022 | 38 | $36.0M |
| Q1 2022 | 31 | $32.1M |
| Q4 2021 | 33 | $26.0M |
| Q3 2021 | 25 | $17.8M |
| Q2 2021 | 25 | $15.9M |
| Q1 2021 | 26 | $13.8M |
Institutions, Q3 2021
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| FMR LLC | 2 | $0 | 0.00% | −23−92.0% | Reduced |
| Parallel Advisors, LLC | 6 | $0 | 0.00% | 00.0% | Unchanged |
| Captrust Financial Advisors | 220 | $2.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 428 | $4.00K | 0.00% | 00.0% | Unchanged |
| Wells Fargo & Company | 2,424 | $21.0K | 0.00% | 00.0% | Unchanged |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 4,000 | $33.0K | 0.00% | +2,500+166.7% | Added |
| Geneos Wealth Management Inc. | 10,000 | $83.0K | 0.00% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 19,461 | $162.0K | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 21,754 | $182.0K | 0.00% | +21,754 | New |
| Gladstone Institutional Advisory LLC | 27,865 | $233.0K | 0.02% | +27,865 | New |
| Toroso Investments, LLC | 46,024 | $384.0K | 0.01% | −3,104−6.3% | Reduced |
| Dynamic Advisor Solutions LLC | 65,750 | $549.0K | 0.04% | −750−1.1% | Reduced |
| DCM Advisors, LLC | 68,200 | $569.0K | 0.22% | −200−0.3% | Reduced |
| Weaver Consulting Group | 79,435 | $663.0K | 0.36% | +18,532+30.4% | Added |
| Vanguard Capital Wealth Advisors | 87,660 | $732.0K | 0.56% | +87,660 | New |
| Federation des caisses Desjardins du Quebec | 92,522 | $772.1K | 0.01% | −18,368−16.6% | Reduced |
| Wedbush Securities Inc | 112,635 | $940.0K | 0.04% | +650+0.6% | Added |
| UBS Group AG | 115,914 | $968.0K | 0.00% | +6,130+5.6% | Added |
| Rockland Trust Co | 123,831 | $1.03M | 0.07% | +123,831 | New |
| Janney Montgomery Scott LLC | 141,895 | $1.18M | 0.01% | −3,232−2.2% | Reduced |
| LPL Financial LLC | 199,551 | $1.67M | 0.00% | +52,032+35.3% | Added |
| Credit Suisse AG | 193,636 | $1.73M | 0.00% | 00.0% | Unchanged |
| American Portfolios Advisors | 220,356 | $1.84M | 0.07% | +34,051+18.3% | Added |
| Royal Bank of Canada | 239,006 | $2.00M | 0.00% | −22,034−8.4% | Reduced |
| Cavalier Investments, LLC | 245,000 | $2.05M | 0.65% | +45,000+22.5% | Added |
| Old Mission Capital LLC | 0 | $0 | 0.00% | −79,201−100.0% | Sold out |
| Morgan Stanley | 0 | $0 | 0.00% | −1,000−100.0% | Sold out |
| Advisor Group Holdings, Inc. | 0 | $0 | 0.00% | −125−100.0% | Sold out |
| Castleview Partners, LLC | – | – | – | – | Not filed |