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Concurrent Investment Advisors’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Concurrent Investment Advisors’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 		$260K Sell
10,350
-612
-6% -$17.3K ﹤0.01% 1786
2026
Q1 		$323K Buy
+10,962
New +$396K ﹤0.01% 1450

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

Concurrent Investment Advisors's GOLY Position: Q2 2026 in Review

Concurrent Investment Advisors reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 5.6% in Q2 2026, selling an estimated $17.3K and leaving 10,350 shares worth $260K. The position accounts for ﹤0.01% of the portfolio, ranked #1786.

Concurrent Investment Advisors first reported a position in GOLY in Q1 2026 and has held it in 2 quarters since. The position peaked at $323K in Q1 2026. 44 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • Concurrent Investment Advisors held 10,350 shares of Strategy Shares Gold-Hedged Bond ETF worth $260K as of Q2 2026.
  • Concurrent Investment Advisors sold 612 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $17.3K.
  • Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q2 2026, its #1786 holding.
  • Concurrent Investment Advisors first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q1 2026 and has held it in 2 quarters since.
  • Concurrent Investment Advisors's Strategy Shares Gold-Hedged Bond ETF position peaked at $323K in Q1 2026.
  • 44 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.