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Oakmont Advisory Group, LLC

Position in GLDI — Credit Suisse AG

CIK 2115370 ALBUQUERQUE, NM

Position in GLDI

as of Jun 30, 2026 · filed Aug 3, 2026
Position Value
$556,578
-$272,213 QoQ
Shares Held
3,960
-20.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.34%
of 13F equity value
Holder Rank
#13
of 42 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in GLDI Over Time

Shares Held

Position Value (USD)

All Filings in GLDI

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $556,578 3,960
2026-03-31 $828,791 4,992
2025-12-31 $797,855 4,592