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CreativeOne Wealth, LLC

Position in GLDI — Credit Suisse AG

CIK 1739728 OVERLAND PARK, KS

Position in GLDI

as of Jun 30, 2026 · filed Aug 13, 2026
Position Value
$1,304,444
-$499,904 QoQ
Shares Held
9,281
-14.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#6
of 42 holders
Holding Since
Sep 2023
12 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in GLDI Over Time

Shares Held

Position Value (USD)

All Filings in GLDI

Export CSV
12 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $1,304,444 9,281
2026-03-31 $1,804,348 10,868
2025-12-31 $1,649,573 9,494
2025-09-30 $1,410,927 8,367
2025-06-30 $937,078 5,881
2025-03-31 $983,420 6,078
2024-12-31 $1,018,078 6,632
2024-09-30 $956,129 6,144
2024-06-30 $850,478 5,773
2024-03-31 $570,492 3,816
2023-12-31 $548,943 3,790
2023-09-30 $224,784 1,678