Carson Wealth (CWM LLC)’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Carson Wealth (CWM LLC)’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 Q1	$294K	Buy	+9,993	New	+$361K	﹤0.01%	2397

Other funds holding GOLY

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

UWM

Urban Wealth Management El Segundo, California $97.7M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return

Carson Wealth (CWM LLC)'s GOLY Position: Q1 2026 in Review

Carson Wealth (CWM LLC) opened a new position in Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q1 2026: 9,993 shares worth $294K. The stake represents ﹤0.01% of the portfolio and ranks #2397 among its holdings.

46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

Carson Wealth (CWM LLC) held 9,993 shares of Strategy Shares Gold-Hedged Bond ETF worth $294K as of Q1 2026.
Strategy Shares Gold-Hedged Bond ETF was a new Carson Wealth (CWM LLC) position in Q1 2026.
Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #2397 holding.
46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.