Who owns GLDI (GLDI)
Which tracked institutional funds hold GLDI, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See GLDI company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on GLDI is one-sided between 2025-Q4 and 2026-Q1: 8 added or opened and 1 trimmed or exited — on balance accumulating.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
GLDI’s largest tracked holder by dollar value, Oasis Advisors, LLC, sizes it at 4.4% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 4.4pp conviction gap — its largest holder concentrates the name more heavily than the typical one.
Book-share is each fund’s reported value in GLDI divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 35 tracked filers holding GLDI, 25 increased or opened the position and 10 reduced or closed it; over the same quarter, there were no open-market insider Form 4s.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in GLDI between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 3
- Split Rock Private Trading & Wealth Management, LLC$951K
- OLD MISSION CAPITAL LLC$577K
- Dynamic Advisor Solutions LLC$518K
Largest adds
- Oasis Advisors, LLC$21M
- JANE STREET GROUP, LLC$2M
- MADDEN SECURITIES Corp$2M
- CITADEL ADVISORS LLC$1M
- Jaffetilchin Investment Partners, LLC$514K
Largest trims
- Orion Porfolio Solutions, LLC$466K
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| Oasis Advisors, LLC added | 133,776 | $22M | 42.0% | 2026-Q1 |
| ROYAL BANK OF CANADA added | 17,806 | $3M | 5.6% | 2026-Q1 |
| LPL Financial LLC trimmed | 14,733 | $2M | 4.6% | 2026-Q1 |
| OSAIC HOLDINGS, INC. added | 14,406 | $2M | 4.5% | 2026-Q1 |
| MADDEN SECURITIES Corp added | 12,565 | $2M | 3.9% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 12,519 | $2M | 3.9% | 2026-Q1 |
| CreativeOne Wealth, LLC added | 10,868 | $2M | 3.4% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 8,987 | $1M | 2.8% | 2026-Q1 |
| Claris Financial LLC added | 8,079 | $1M | 2.5% | 2026-Q1 |
| WINNOW WEALTH LLC trimmed | 8,063 | $1M | 2.5% | 2026-Q1 |
| Private Advisor Group, LLC added | 6,787 | $1M | 2.1% | 2026-Q1 |
| Jaffetilchin Investment Partners, LLC added | 5,971 | $991K | 1.9% | 2026-Q1 |
| Split Rock Private Trading & Wealth Management, LLC new | 5,729 | $951K | 1.8% | 2026-Q1 |
| Oakmont Advisory Group, LLC added | 4,992 | $829K | 1.6% | 2026-Q1 |
| Orion Porfolio Solutions, LLC trimmed | 4,931 | $819K | 1.5% | 2026-Q1 |
| Kestra Advisory Services, LLC | 3,507 | $582K | 1.1% | 2026-Q1 |
| DOVER ADVISORS, LLC added | 3,487 | $579K | 1.1% | 2026-Q1 |
| OLD MISSION CAPITAL LLC trimmed | 3,473 | $577K | 1.1% | 2026-Q1 |
| Dynamic Advisor Solutions LLC new | 3,118 | $518K | 1.0% | 2026-Q1 |
| Tactive Advisors, LLC added | 2,827 | $469K | 0.9% | 2026-Q1 |
| Mutual Advisors, LLC added | 1,973 | $328K | 0.6% | 2026-Q1 |
| Cetera Investment Advisers added | 1,827 | $303K | 0.6% | 2026-Q1 |
| INDEPENDENT FINANCIAL GROUP, LLC new | 1,798 | $299K | 0.6% | 2026-Q1 |
| DECISION INVESTMENTS, INC added | 1,321 | $219K | 0.4% | 2026-Q1 |
| Weaver Consulting Group trimmed | 1,262 | $209K | 0.4% | 2026-Q1 |
| Steward Partners Investment Advisory, LLC new | 450 | $75K | 0.1% | 2026-Q1 |
| Advisory Services Network, LLC added | 336 | $56K | 0.1% | 2026-Q1 |
| HARBOUR INVESTMENTS, INC. new | 150 | $25K | 0.0% | 2026-Q1 |
| CoreCap Advisors, LLC trimmed | 136 | $23K | 0.0% | 2026-Q1 |
| Capital Analysts, LLC trimmed | 114 | $19K | 0.0% | 2026-Q1 |
| Aventura Private Wealth, LLC | 109 | $18K | 0.0% | 2026-Q1 |
| Federation des caisses Desjardins du Quebec | 73 | $12K | 0.0% | 2026-Q1 |
| UBS Group AG trimmed | 9 | $1K | 0.0% | 2026-Q1 |
| JPMORGAN CHASE & CO | 1 | $164 | 0.0% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN | 1 | $119 | 0.0% | 2026-Q1 |
| Cavalier Investments, LLC new | 16,312 | $3M | 5.0% | 2025-Q1 stale |
| HRT FINANCIAL LP new | 2,163 | $364K | 0.7% | 2025-Q3 stale |
| INTEGRITY ALLIANCE, LLC. new | 1,645 | $266K | 0.5% | 2025-Q1 stale |
| Belpointe Asset Management LLC trimmed | 1,218 | $205K | 0.4% | 2025-Q3 stale |
| PNC Financial Services Group, Inc. new | 855 | $149K | 0.3% | 2025-Q4 stale |
| Parkside Financial Bank & Trust | 300 | $52K | 0.1% | 2025-Q4 stale |
| RAYMOND JAMES FINANCIAL INC new | 164 | $26K | 0.0% | 2025-Q2 stale |
| Global Retirement Partners, LLC | 145 | $25K | 0.0% | 2025-Q4 stale |
| CX Institutional new | 80 | $14K | 0.0% | 2025-Q4 stale |
| Grove Bank & Trust new | 50 | $9K | 0.0% | 2025-Q4 stale |
| MORGAN STANLEY | 42 | $7K | 0.0% | 2025-Q3 stale |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 0 | — | 0.0% | 2025-Q2 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.