Geneos Wealth Management’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Geneos Wealth 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	$19.3K	Hold	769	–	–	﹤0.01%	1815
2026 Q1	$22.6K	Hold	769	–	–	﹤0.01%	1721
2025 Q4	$26.9K	Hold	769	–	–	﹤0.01%	1624
2025 Q3	$25.4K	Hold	769	–	–	﹤0.01%	1633
2025 Q2	$22.6K	Hold	769	–	–	﹤0.01%	1974
2025 Q1	$21.4K	Buy	+769	New	+$19.9K	﹤0.01%	1915

Other funds holding GOLY

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 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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

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

Geneos Wealth Management's GOLY Position: Q2 2026 in Review

Geneos Wealth Management held its Strategy Shares Gold-Hedged Bond ETF (GOLY) position steady in Q2 2026 at 769 shares worth $19.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1815.

Geneos Wealth Management first reported a position in GOLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $26.9K in Q4 2025. 44 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

Geneos Wealth Management held 769 shares of Strategy Shares Gold-Hedged Bond ETF worth $19.3K as of Q2 2026.
Geneos Wealth Management left its Strategy Shares Gold-Hedged Bond ETF share count unchanged in Q2 2026.
Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Geneos Wealth Management's portfolio in Q2 2026, its #1815 holding.
Geneos Wealth Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q1 2025 and has held it in 6 quarters since.
Geneos Wealth Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $26.9K in Q4 2025.
44 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Geneos Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.