Envestnet Asset Management’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Envestnet Asset Management’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	$563K	Sell	22,391 -771	-3%	-$21.8K	﹤0.01%	3989
2026 Q1	$682K	Sell	23,162 -3,858	-14%	-$139K	﹤0.01%	3711
2025 Q4	$944K	Buy	27,020 +4,147	+18%	+$143K	﹤0.01%	3303
2025 Q3	$755K	Buy	22,873 +12,785	+127%	+$386K	﹤0.01%	3495
2025 Q2	$296K	Buy	+10,088	New	+$288K	﹤0.01%	4027

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

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

IAIM

International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Envestnet Asset Management's GOLY Position: Q2 2026 in Review

Envestnet Asset Management reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 3.3% in Q2 2026, selling an estimated $21.8K and leaving 22,391 shares worth $563K. The position accounts for ﹤0.01% of the portfolio, ranked #3989.

Envestnet Asset Management first reported a position in GOLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $944K in Q4 2025. 20 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

Envestnet Asset Management held 22,391 shares of Strategy Shares Gold-Hedged Bond ETF worth $563K as of Q2 2026.
Envestnet Asset Management sold 771 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $21.8K.
Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3989 holding.
Envestnet Asset Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q2 2025 and has held it in 5 quarters since.
Envestnet Asset Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $944K in Q4 2025.
20 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.