GLDI ETRACS Gold Shares Covered Call ETNs due February 2, 2033

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Institutional owners (13F) 35 filers · $19.8M total · As of June 30, 2026

Institutions that report holding this stock in their quarterly SEC Form 13F. Long positions only; a single filer may appear twice for separate option legs. Large offsetting put/call legs typically reflect market-making or hedged inventory, not directional conviction.

Institutional activity — Q2 2026 vs prior quarter
New positions Exited positions Increased Decreased Net shares change
5 (-6 vs prior Q) 7 (+3 vs prior Q) 13 (-2 vs prior Q) 7 (+3 vs prior Q) -146K

Compared to Q1 2026. SEC Form 13F filings are due within 45 days of quarter-end plus a short buffer for late filers — quarters still inside that window are skipped in favor of the most recent fully-reported pair.

Institution Value Shares % of tracked 13F Type
MADDEN SECURITIES Corp $2,654,283 18,885 13.40% Shares
LPL Financial LLC $2,363,821 16,818 11.93% Shares
OSAIC HOLDINGS, INC. $1,722,294 12,254 8.69% Shares
Claris Financial LLC $1,341,309 8,079 6.77% Shares
WINNACLE WEALTH LLC $1,320,414 9,395 6.67% Shares
CreativeOne Wealth, LLC $1,304,413 9,281 6.59% Shares
Split Rock Private Trading & Wealth Management, LLC $992,879 7,064 5.01% Shares
Private Advisor Group, LLC $992,276 7,060 5.01% Shares
Jaffetilchin Investment Partners, LLC $991,411 5,971 5.00% Shares
Dynamic Advisor Solutions LLC $939,575 6,685 4.74% Shares
OLD MISSION CAPITAL LLC $766,277 5,452 3.87% Shares
DOVER ADVISORS, LLC $557,387 3,208 2.81% Shares
Oakmont Advisory Group, LLC $556,571 3,960 2.81% Shares
Kestra Advisory Services, LLC $492,853 3,507 2.49% Shares
Tactive Advisors, LLC $452,430 3,219 2.28% Shares
Mutual Advisors, LLC $439,487 3,127 2.22% Shares
JANE STREET GROUP, LLC $405,346 2,884 2.05% Shares
Oasis Advisors, LLC $350,112 2,491 1.77% Shares
DECISION INVESTMENTS, INC $288,268 2,051 1.46% Shares
Cetera Investment Advisers $256,605 1,826 1.30% Shares
HB Wealth Management, LLC $247,368 1,760 1.25% Shares
UBS Group AG $120,170 855 0.61% Shares
Steward Partners Investment Advisory, LLC $77,583 552 0.39% Shares
ROYAL BANK OF CANADA $44,000 315 0.22% Shares
IMA Advisory Services, Inc. $38,651 275 0.20% Shares
EverSource Wealth Advisors, LLC $29,937 213 0.15% Shares
Global Retirement Partners, LLC $20,380 145 0.10% Shares
CoreCap Advisors, LLC $16,163 115 0.08% Shares
Aventura Private Wealth, LLC $15,320 109 0.08% Shares
Federation des caisses Desjardins du Quebec $10,260 73 0.05% Shares
HRT FINANCIAL LP $377 2,688 0.00% Shares
JPMORGAN CHASE & CO $143 1 0.00% Shares
FMR LLC $141 1 0.00% Shares
WELLS FARGO & COMPANY/MN $123 1 0.00% Shares
Capital Analysts, LLC $16 114 0.00% Shares