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ETRACS Gold Shares Covered Call ETN (GLDI) Institutional Ownership

ETRACS Gold Shares Covered Call ETN logo
$165.69 +0.82 (+0.50%)
As of 03:41 PM Eastern

Institutional Ownership Changes (13F Filings) for ETRACS Gold Shares Covered Call ETN (NASDAQ:GLDI)

Current
Institutional Ownership
Percentage
36.97%
Number of
Institutional Buyers
(last 12 months)
4
Total
Institutional Inflows
(last 12 months)
$1.02M
Number of
Institutional Sellers
(last 12 months)
2
Total
Institutional Outflows
(last 12 months)
$89.04K
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GLDI Institutional Buying and Selling by Quarter

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ETRACS Gold Shares Covered Call ETN Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
2/13/2025Jaffetilchin Investment Partners LLC1,521$233K0.0%+5.2%0.380%
2/12/2025OLD Mission Capital LLC8,877$1.36M0.0%+105.8%2.219%
8/7/2024Wedbush Securities Inc.1,444$213K0.0%-23.4%0.361%
5/20/2024Virtu Financial LLC5,425$811K0.1%+52.0%1.356%
5/16/2024B. Riley Wealth Advisors Inc.2,100$314K0.0%+10.5%0.525%
4/16/2024Weaver Consulting Group1,846$276K0.1%-8.1%0.462%
3/15/2024B. Riley Wealth Advisors Inc.1,900$275K0.0%-9.5%0.475%
2/26/2024Virtu Financial LLC3,568$517K0.0%-27.9%0.892%
2/13/2024Belpointe Asset Management LLC6,348$919K0.1%-40.3%1.587%
2/9/2024CreativeOne Wealth LLC3,790$549K0.0%+125.9%0.948%
2/7/2024Principal Securities Inc.412$60K0.0%N/A0.103%
1/25/2024International Assets Investment Management LLC32,589$4.72M0.0%N/A8.147%
1/24/2024International Assets Investment Management LLC32,589$4.72M0.0%N/A8.147%
12/1/2023B. Riley Wealth Advisors Inc.2,100$281K0.0%+10.5%0.525%
11/16/2023Belpointe Asset Management LLC10,636$1.43M0.1%-46.0%2.659%
10/27/2023Carmel Capital Partners LLC252$34K0.0%-54.3%0.063%
10/17/2023CreativeOne Wealth LLC1,678$225K0.0%N/A0.420%
10/13/2023Weaver Consulting Group2,008$269K0.1%-14.7%0.502%
7/31/2023LPL Financial LLC7,131$997K0.0%-9.4%1.783%
7/27/2023Virtu Financial LLC3,931$550K0.0%-56.1%0.983%
7/19/2023Weaver Consulting Group2,353$329K0.1%-23.2%0.588%
5/16/2023Belpointe Asset Management LLC51,167$7.56M0.4%+2.2%12.792%
5/9/2023Wedbush Securities Inc.6,528$965K0.0%+84.7%1.632%
5/1/2023Virtu Financial LLC8,955$1.32M0.1%-19.5%2.239%
4/25/2023QP Wealth Management LLC2,115$313K0.5%+9.6%0.529%
3/6/2023OLD Mission Capital LLC7,606$1.12M0.0%-6.2%1.902%
2/8/2023Belpointe Asset Management LLC50,066$7.36M0.4%N/A12.517%
2/7/2023LPL Financial LLC8,344$1.23M0.0%-64.9%2.086%
2/7/2023Envestnet Asset Management Inc.6,656$979K0.0%N/A1.664%
1/31/2023Wedbush Securities Inc.3,535$520K0.0%N/A0.884%
1/17/2023QP Wealth Management LLC1,930$284K0.4%N/A0.483%
1/9/2023Weaver Consulting Group3,021$444K0.2%-19.2%0.755%
11/23/2022Toroso Investments LLC4,052$579K0.0%-95.0%1.013%
11/16/2022Kingsview Wealth Management LLC12,117$1.73M0.1%N/A3.029%
11/14/2022OLD Mission Capital LLC8,105$1.16M0.0%-91.5%2.026%
11/10/2022Credit Suisse AG9,681$1.38M0.0%-95.0%2.420%
11/7/2022Virtu Financial LLC13,657$1.95M0.2%-86.4%3.414%
10/26/2022Nelson Van Denburg & Campbell Wealth Management Group LLC200$28K0.0%-95.0%0.050%
10/25/2022Janney Montgomery Scott LLC10,555$1.51M0.0%-94.5%2.639%
10/21/2022 Vanguard Capital Wealth Advisors2,050$293K0.4%-96.7%0.513%
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10/20/2022Gladstone Institutional Advisory LLC4,110$587K0.0%-94.6%1.028%
10/17/20223EDGE Asset Management LP7,804$1.12M0.1%N/A1.951%
10/13/2022FSC Wealth Advisors LLC328$47K0.5%-95.8%0.082%
10/4/2022Weaver Consulting Group3,741$534K0.3%-94.3%0.935%
9/9/2022B. Riley Wealth Management Inc.10,000$78K0.0%N/A0.126%
8/13/2022Virtu Financial LLC100,321$785K0.1%N/A1.263%
8/13/2022Visionary Wealth Advisors11,600$91K0.0%N/A0.146%
8/5/2022OLD Mission Capital LLC95,217$745K0.0%+8.7%1.199%
8/4/2022 Vanguard Capital Wealth Advisors62,355$487K0.6%-10.7%0.785%
8/4/2022Cavalier Investments LLC1,232,543$9.64M3.4%+7.8%15.523%
8/3/2022Janney Montgomery Scott LLC190,859$1.50M0.0%+10.8%2.404%
8/2/2022Cornerstone Advisory LLC41,474$324K0.1%N/A0.522%
7/27/2022Dynamic Advisor Solutions LLC58,850$460K0.0%-10.8%0.741%
7/21/2022Wedbush Securities Inc.220,209$1.72M0.1%-4.8%2.773%
7/15/2022FSC Wealth Advisors LLC7,767$61K0.5%-27.0%0.098%
7/13/2022Rockland Trust Co.48,578$380K0.0%-46.0%0.612%
5/9/2022FSC Wealth Advisors LLC10,643$91K0.1%+53.6%0.134%
5/6/2022Weaver Consulting Group64,768$552K0.3%+18.0%0.816%
5/4/2022Advisor Group Holdings Inc.204,618$1.74M0.0%N/A2.577%
5/4/2022Cavalier Investments LLC1,143,361$9.73M2.5%+52.5%14.400%
5/4/2022Gladstone Institutional Advisory LLC78,077$665K0.0%+7.5%0.983%
4/29/2022 Vanguard Capital Wealth Advisors69,855$595K0.4%-16.2%0.880%
4/19/2022Wedbush Securities Inc.231,357$1.97M0.1%N/A2.914%
4/18/2022Rockland Trust Co.89,913$766K0.0%-26.3%1.132%
4/11/2022Dynamic Advisor Solutions LLC65,950$562K0.0%-1.9%0.831%
2/10/2022OLD Mission Capital LLC217,932$1.84M0.1%N/A2.745%
2/9/2022Geneos Wealth Management Inc.16,930$143K0.0%+69.3%0.213%
2/2/2022 Vanguard Capital Wealth Advisors83,347$705K0.5%-4.9%1.050%
2/2/2022Cavalier Investments LLC749,776$6.34M1.6%+206.0%9.443%
2/1/2022Weaver Consulting Group54,890$464K0.2%-30.9%0.691%
1/31/2022Carmel Capital Partners LLC10,840$92K0.1%N/A0.137%
1/27/2022Rockland Trust Co.122,010$1.03M0.1%-1.5%1.537%
1/27/2022Janney Montgomery Scott LLC177,923$1.51M0.0%+25.4%2.241%
1/26/2022Dynamic Advisor Solutions LLC67,250$569K0.0%+2.3%0.847%
11/16/2021Toroso Investments LLC46,024$384K0.0%-6.3%0.580%
11/16/2021LPL Financial LLC199,551$1.67M0.0%+35.3%2.513%
11/15/2021Royal Bank of Canada239,006$2.00M0.0%-8.4%3.010%
11/2/2021Nelson Van Denburg & Campbell Wealth Management Group LLC4,000$33K0.0%+166.7%0.050%
11/2/2021Cavalier Investments LLC245,000$2.05M0.6%+22.5%3.086%
11/1/2021 Vanguard Capital Wealth Advisors87,660$732K0.5%N/A1.104%
10/29/2021Janney Montgomery Scott LLC141,895$1.18M0.0%-2.2%1.787%
10/28/2021Weaver Consulting Group79,435$663K0.4%+30.4%1.000%
10/25/2021Rockland Trust Co.123,831$1.03M0.1%N/A1.560%
8/16/2021Royal Bank of Canada261,040$2.23M0.0%+6.4%3.288%
8/13/2021OLD Mission Capital LLC79,201$677K0.0%N/A0.997%
8/13/2021Toroso Investments LLC49,128$420K0.0%+2.7%0.619%
8/13/2021LPL Financial LLC147,519$1.26M0.0%+95.9%1.858%
8/12/2021Advisory Services Network LLC19,461$166K0.0%+15.7%0.245%
8/10/2021Dynamic Advisor Solutions LLC66,500$569K0.0%+46.2%0.838%
8/10/2021DCM Advisors LLC68,400$585K0.3%+14.0%0.861%
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7/31/2021Wedbush Securities Inc.111,985$957K0.0%N/A1.410%
6/5/2021Advisory Services Network LLC16,822$147K0.0%+293.8%0.212%
5/24/2021Kingsview Wealth Management LLC82,291$725K0.0%+149.8%1.036%
5/19/2021Virtu Financial LLC26,636$232K0.0%N/A0.335%
5/13/2021Cavalier Investments LLC200,000$1.74M0.8%-21.6%2.519%
5/12/2021UBS Group AG69,568$606K0.0%-18.6%0.876%
4/27/2021Janney Montgomery Scott LLC133,766$1.17M0.0%+48.6%1.685%
4/27/2021Dynamic Advisor Solutions LLC45,500$396K0.0%+99.1%0.573%
2/12/2021LPL Financial LLC41,709$405K0.0%+14.3%0.784%
(Data available from 1/1/2016 forward)

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GLDI Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GLDI shares?

During the previous two years, 13 institutional investors and hedge funds held shares of ETRACS Gold Shares Covered Call ETN. The most heavily invested institutionals were International Assets Investment Management LLC ($4.72M), OLD Mission Capital LLC ($1.36M), LPL Financial LLC ($997K), Belpointe Asset Management LLC ($919K), Virtu Financial LLC ($811K), CreativeOne Wealth LLC ($549K), and B. Riley Wealth Advisors Inc. ($314K).Learn more on GLDI's institutional investors.

What percentage of ETRACS Gold Shares Covered Call ETN stock is owned by institutional investors?

36.97% of ETRACS Gold Shares Covered Call ETN stock is owned by institutional investors. Learn more on GLDI's institutional investor holdings.

Which institutional investors have been buying ETRACS Gold Shares Covered Call ETN stock?

Of the 10 institutional investors that purchased ETRACS Gold Shares Covered Call ETN stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: International Assets Investment Management LLC ($65.18K), OLD Mission Capital LLC ($4.56K), CreativeOne Wealth LLC ($3.79K), Wedbush Securities Inc. ($2.99K), Virtu Financial LLC ($1.86K), Belpointe Asset Management LLC ($1.10K), and Principal Securities Inc. ($412.00).

How much institutional buying is happening at ETRACS Gold Shares Covered Call ETN?

Institutional investors have bought a total of 80,554 shares in the last 24 months. This purchase volume represents approximately $12.34M in transactions.

Which ETRACS Gold Shares Covered Call ETN major shareholders have been selling company stock?

The following institutional investors have sold ETRACS Gold Shares Covered Call ETN stock in the last 24 months: Belpointe Asset Management LLC ($13.36K), Virtu Financial LLC ($8.57K), Weaver Consulting Group ($1.22K), LPL Financial LLC ($737.00), Wedbush Securities Inc. ($440.00), Carmel Capital Partners LLC ($300.00), and B. Riley Wealth Advisors Inc. ($200.00).

How much institutional selling is happening at ETRACS Gold Shares Covered Call ETN?

Institutional investors have sold a total of 24,825 shares in the last 24 months. This volume of shares sold represents approximately $3.79M in transactions.



This page (NASDAQ:GLDI) was last updated on 4/16/2025 by MarketBeat.com Staff
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