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 2025
Institutional positions in Credit Suisse AG as of Mar 31, 2025. 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
- 19
- −4 vs. Q4 2024
- Shares held
- 75.1K
- +4.27K (+6.0%) vs. Q4 2024
- Total value
- $12.1M
- +$1.29M (+11.9%) vs. Q4 2024
- New holders
- 3
- 4 more added
- Sold out
- 7
- 7 more reduced
1 institution that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2024: 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 2025
Shares, value and share of portfolio for each institution holding Credit Suisse AG; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cavalier Investments, LLC | 16,312 | $2.64M | 0.90% | +16,312 | New |
| LPL Financial LLC | 11,151 | $1.80M | 0.00% | +591+5.6% | Added |
| Royal Bank of Canada | 10,235 | $1.66M | 0.00% | −1,896−15.6% | Reduced |
| Winnow Wealth LLC | 8,222 | $1.33M | 1.23% | −2,225−21.3% | Reduced |
| Change Path, LLC | 6,078 | $983.4K | 0.03% | −554−8.4% | Reduced |
| Old Mission Capital LLC | 5,946 | $962.1K | 0.02% | −2,931−33.0% | Reduced |
| Jaffetilchin Investment Partners, LLC | 3,821 | $618.2K | 0.04% | +2,300+151.2% | Added |
| Advisor Group Holdings, Inc. | 3,691 | $597.2K | 0.00% | +2,570+229.3% | Added |
| Dover Advisors, LLC | 3,075 | $497.5K | 0.22% | +1,370+80.4% | Added |
| Kestra Advisory Services, LLC | 1,702 | $275.4K | 0.00% | 00.0% | Unchanged |
| Integrity Alliance, LLC. | 1,645 | $266.2K | 0.01% | +1,645 | New |
| Mutual Advisors, LLC | 1,499 | $244.0K | 0.01% | +1,499 | New |
| Weaver Consulting Group | 1,281 | $207.2K | 0.06% | −252−16.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 166 | $26.9K | 0.00% | 00.0% | Unchanged |
| Aventura Private Wealth, LLC | 109 | $17.6K | 0.01% | 00.0% | Unchanged |
| UBS Group AG | 86 | $13.9K | 0.00% | 00.0% | Unchanged |
| Morgan Stanley | 42 | $6.80K | 0.00% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 1 | $165 | 0.00% | −25−96.2% | Reduced |
| Wells Fargo & Company | 0 | $10 | 0.00% | −1−100.0% | Reduced |
| Virtu Financial LLC | 0 | $0 | 0.00% | −4,494−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,243−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −2,678−100.0% | Sold out |
| Susquehanna International Group, LLP | 0 | $0 | 0.00% | −2,487−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −200−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Tower Research Capital LLC (TRC) | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Global Retirement Partners, LLC | – | – | – | – | Not filed |