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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
Q1 		$323K Buy
+10,962
New +$396K ﹤0.01% 1450

Other funds holding GOLY

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

Concurrent Investment Advisors's GOLY Position: Q1 2026 in Review

Concurrent Investment Advisors opened a new position in Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q1 2026: 10,962 shares worth $323K. The stake represents ﹤0.01% of the portfolio and ranks #1450 among its holdings.

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

  • Concurrent Investment Advisors held 10,962 shares of Strategy Shares Gold-Hedged Bond ETF worth $323K as of Q1 2026.
  • Strategy Shares Gold-Hedged Bond ETF was a new Concurrent Investment Advisors position in Q1 2026.
  • Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Concurrent Investment Advisors's portfolio in Q1 2026, its #1450 holding.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.