Atlas Wealth Partners’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Atlas Wealth Partners’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	$414K	Sell	16,450 -2,450	-13%	-$69.3K	0.45%	37
2026 Q1	$557K	Sell	18,900 -2,550	-12%	-$92.2K	0.57%	30
2025 Q4	$750K	Buy	21,450 +300	+1%	+$10.3K	0.82%	24
2025 Q3	$698K	Buy	21,150 +13,600	+180%	+$411K	0.71%	24
2025 Q2	$222K	Buy	+7,550	New	+$216K	0.26%	48

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Atlas Wealth Partners's GOLY Position: Q2 2026 in Review

Atlas Wealth Partners reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 13% in Q2 2026, selling an estimated $69.3K and leaving 16,450 shares worth $414K. The position accounts for 0.45% of the portfolio, ranked #37.

Atlas Wealth Partners first reported a position in GOLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $750K in Q4 2025. 20 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

Atlas Wealth Partners held 16,450 shares of Strategy Shares Gold-Hedged Bond ETF worth $414K as of Q2 2026.
Atlas Wealth Partners sold 2,450 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $69.3K.
Strategy Shares Gold-Hedged Bond ETF made up 0.45% of Atlas Wealth Partners's portfolio in Q2 2026, its #37 holding.
Atlas Wealth Partners first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q2 2025 and has held it in 5 quarters since.
Atlas Wealth Partners's Strategy Shares Gold-Hedged Bond ETF position peaked at $750K in Q4 2025.
20 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Atlas Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.