AE Wealth Management’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

AE Wealth Management’s Portfolio GOLY Stock Details GOLY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$112K	Sell	4,440 -2,422	-35%	-$68.5K	﹤0.01%	1886
2026 Q1	$202K	Buy	+6,862	New	+$248K	﹤0.01%	1597
2025 Q2	–	Sell	-345	Closed	-$9.59K	–	2284
2025 Q1	$9.59K	Hold	345	–	–	﹤0.01%	1863
2024 Q4	$8.28K	Buy	+345	New	+$8.62K	﹤0.01%	1863

Other funds holding GOLY

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return

WIA

Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return

BFG

Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

CIA

Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return

Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

AE Wealth Management's GOLY Position: Q2 2026 in Review

AE Wealth Management reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 35% in Q2 2026, selling an estimated $68.5K and leaving 4,440 shares worth $112K. The position accounts for ﹤0.01% of the portfolio, ranked #1886.

AE Wealth Management first reported a position in GOLY in Q4 2024 and has held it in 4 quarters since. The position peaked at $202K in Q1 2026. 20 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

AE Wealth Management held 4,440 shares of Strategy Shares Gold-Hedged Bond ETF worth $112K as of Q2 2026.
AE Wealth Management sold 2,422 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $68.5K.
Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1886 holding.
AE Wealth Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2024 and has held it in 4 quarters since.
AE Wealth Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $202K in Q1 2026.
20 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.