Skip to main content

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.

Other share classesSLVOUSOI

Q3 2022 vs. Q2 2022

How the institutions holding Credit Suisse AG changed between Q2 2022 and Q3 2022.

All holders in Q3 2022All holders in Q2 2022

13F holders of GLDI: Q2 2022 compared with Q3 2022
MeasureQ2 2022Of which not filed for Q3 2022Q3 2022Change
Holders38125−12
SharesConverted for a 1-for-20 split239.9K500173.8K−65.5K (−27.4%)
Value$36.0M$78.0K$24.8M−$11.1M (−30.9%)

1 institution that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so the changes leave them out.

New holders (2)

Institutions that held Credit Suisse AG at the end of Q3 2022 but not at the end of Q2 2022.

Institutions new to GLDI in Q3 2022
InstitutionSharesValue% of portfolio
Kingsview Wealth Management, LLC12,117$1.73M0.08%
3EDGE Asset Management, LP7,804$1.11M0.09%

Sold out (14)

Institutions that held Credit Suisse AG at the end of Q2 2022 and filed for Q3 2022 without it.

Institutions that sold out of GLDI in Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
Cavalier Investments, LLC1,232,543$9.64M
Wedbush Securities Inc220,209$1.72M
Dynamic Advisor Solutions LLC58,850$460.0K
Rockland Trust Co48,578$380.0K
Cornerstone Advisory, LLC41,474$324.0K
Mackay Shields LLC13,965$109.0K
Citadel Advisors LLC11,937$93.0K
Visionary Wealth Advisors11,600$91.0K
Wealthcare Advisory Partners LLC11,098$87.0K
Carmel Capital Partners, LLC10,840$85.0K
Geneos Wealth Management Inc.10,000$78.0K
Captrust Financial Advisors220$2.00K
Castleview Partners, LLC68$1.42K
FMR LLC1$0

Not filed for Q3 2022 yet (1)

Institutions that held Credit Suisse AG at the end of Q2 2022 and haven't filed a 13F for Q3 2022. Not filing isn't selling, so they aren't counted as sold out.

Institutions holding GLDI in Q2 2022 that haven't filed for Q3 2022
InstitutionShares, Q2 2022Value, Q2 2022
B. Riley Wealth Management, Inc.10,000$78.0K