Creative Financial Designs’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Creative Financial Designs’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	$5.43K	Buy	216 +3	+1%	+$85	﹤0.01%	1685
2026 Q1	$6.28K	Buy	213 +3	+1%	+$108	﹤0.01%	1529
2025 Q4	$7.35K	Buy	210 +5	+2%	+$172	﹤0.01%	1420
2025 Q3	$6.75K	Buy	205 +5	+3%	+$151	﹤0.01%	1461
2025 Q2	$5.87K	Buy	+200	New	+$5.71K	﹤0.01%	1485

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

AWP

Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 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

Creative Financial Designs's GOLY Position: Q2 2026 in Review

Creative Financial Designs increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 1.4% in Q2 2026, buying an estimated $85 and bringing the position to 216 shares worth $5.43K. The position accounts for ﹤0.01% of the portfolio, ranked #1685.

Creative Financial Designs first reported a position in GOLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $7.35K in Q4 2025. 20 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

Creative Financial Designs held 216 shares of Strategy Shares Gold-Hedged Bond ETF worth $5.43K as of Q2 2026.
Creative Financial Designs bought 3 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $85.
Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Creative Financial Designs's portfolio in Q2 2026, its #1685 holding.
Creative Financial Designs first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q2 2025 and has held it in 5 quarters since.
Creative Financial Designs's Strategy Shares Gold-Hedged Bond ETF position peaked at $7.35K in Q4 2025.
20 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.