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Kestra Private Wealth Services’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Kestra Private Wealth Services’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 		– Sell
-28,207
Closed -$831K – 1921
2026
Q1 		$831K Buy
28,207
+6,187
+28% +$224K 0.01% 934
2025
Q4 		$770K Buy
22,020
+1,026
+5% +$35.4K 0.01% 927
2025
Q3 		$693K Buy
+20,994
New +$634K 0.01% 940

Other funds holding GOLY

Cambridge Investment Research Advisors
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
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
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Kestra Private Wealth Services's GOLY Position: Q2 2026 in Review

Kestra Private Wealth Services sold out of Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q2 2026, closing a stake of 28,207 shares — an estimated $831K sold.

Kestra Private Wealth Services first reported a position in GOLY in Q3 2025 and held it in 3 quarters. The position peaked at $831K in Q1 2026. 20 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • Kestra Private Wealth Services reported no remaining Strategy Shares Gold-Hedged Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Kestra Private Wealth Services sold 28,207 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $831K.
  • Kestra Private Wealth Services first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q3 2025 and held it in 3 quarters.
  • Kestra Private Wealth Services's Strategy Shares Gold-Hedged Bond ETF position peaked at $831K in Q1 2026.
  • 20 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Kestra Private Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.