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, Q1 2023
Institutional positions in Credit Suisse AG as of Mar 31, 2023. 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
- 24
- 0 vs. Q4 2022
- Shares held
- 139.3K
- −82.8K (−37.3%) vs. Q4 2022
- Total value
- $20.6M
- −$12.1M (−37.0%) vs. Q4 2022
- New holders
- 4
- 7 more added
- Sold out
- 4
- 8 more reduced
Compare with Q4 2022: 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, Q1 2023
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Advisory Services Network, LLC | 1 | $110 | 0.00% | −813−99.9% | Reduced |
| Avion Wealth | 21 | $3.00K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 105 | $15.5K | 0.00% | +105 | New |
| Wells Fargo & Company | 116 | $17.3K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 123 | $18.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 145 | $21.5K | 0.00% | +145 | New |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 200 | $29.6K | 0.00% | 00.0% | Unchanged |
| UBS Group AG | 370 | $54.7K | 0.00% | −1,225−76.8% | Reduced |
| Carmel Capital Partners, LLC | 502 | $74.2K | 0.04% | +502 | New |
| Federation des caisses Desjardins du Quebec | 1,127 | $166.6K | 0.00% | −265−19.0% | Reduced |
| National Asset Management, Inc. | 1,900 | $280.8K | 0.01% | +1,900 | New |
| QP Wealth Management, LLC | 2,115 | $312.6K | 0.51% | +185+9.6% | Added |
| Advisor Group Holdings, Inc. | 2,175 | $321.4K | 0.00% | −6,773−75.7% | Reduced |
| Old Mission Capital LLC | 2,573 | $380.3K | 0.01% | −5,033−66.2% | Reduced |
| Weaver Consulting Group | 3,064 | $452.8K | 0.21% | +43+1.4% | Added |
| Susquehanna International Group, LLP | 6,295 | $930.3K | 0.00% | +793+14.4% | Added |
| Wedbush Securities Inc | 6,528 | $965.0K | 0.05% | +2,993+84.7% | Added |
| LPL Financial LLC | 7,868 | $1.16M | 0.00% | −476−5.7% | Reduced |
| Virtu Financial LLC | 8,955 | $1.32M | 0.14% | −2,164−19.5% | Reduced |
| Envestnet Asset Management Inc | 9,372 | $1.39M | 0.00% | +2,716+40.8% | Added |
| Credit Suisse AG | 9,681 | $1.43M | 0.00% | 00.0% | Unchanged |
| Jane Street Group, LLC | 11,566 | $1.71M | 0.00% | −42,715−78.7% | Reduced |
| Royal Bank of Canada | 13,317 | $1.97M | 0.00% | +178+1.4% | Added |
| Belpointe Asset Management LLC | 51,167 | $7.56M | 0.41% | +1,101+2.2% | Added |
| Proficio Capital Partners LLC | 0 | $0 | 0.00% | −22,900−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −10,554−100.0% | Sold out |
| Sutton Wealth Advisors Inc. | 0 | $0 | 0.00% | −300−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −200−100.0% | Sold out |