BFG
GOLY icon

Birch Financial Group’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Birch Financial Group’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 		$299K Sell
11,874
-153
-1% -$4.33K 0.15% 108
2026
Q1 		$354K Buy
12,027
+2,213
+23% +$80K 0.21% 91
2025
Q4 		$343K Buy
+9,814
New +$338K 0.2% 92

Other funds holding GOLY

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

Birch Financial Group's GOLY Position: Q2 2026 in Review

Birch Financial Group reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 1.3% in Q2 2026, selling an estimated $4.33K and leaving 11,874 shares worth $299K. The position accounts for 0.15% of the portfolio, ranked #108.

Birch Financial Group first reported a position in GOLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $354K in Q1 2026. 8 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • Birch Financial Group held 11,874 shares of Strategy Shares Gold-Hedged Bond ETF worth $299K as of Q2 2026.
  • Birch Financial Group sold 153 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $4.33K.
  • Strategy Shares Gold-Hedged Bond ETF made up 0.15% of Birch Financial Group's portfolio in Q2 2026, its #108 holding.
  • Birch Financial Group first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Birch Financial Group's Strategy Shares Gold-Hedged Bond ETF position peaked at $354K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Birch Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.