LPL Financial
GOLY icon

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

LPL Financial’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 		$12.2M Sell
484,807
-151,247
-24% -$4.28M ﹤0.01% 1955
2026
Q1 		$18.7M Buy
636,054
+84,132
+15% +$3.04M 0.01% 1511
2025
Q4 		$19.3M Buy
551,922
+316,760
+135% +$10.9M 0.01% 1434
2025
Q3 		$7.77M Buy
+235,162
New +$7.11M ﹤0.01% 2107

Other funds holding GOLY

ODFS
O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return
Cambridge Investment Research Advisors
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Osaic Holdings
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
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

LPL Financial's GOLY Position: Q2 2026 in Review

LPL Financial reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 24% in Q2 2026, selling an estimated $4.28M and leaving 484,807 shares worth $12.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1955.

LPL Financial first reported a position in GOLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $19.3M in Q4 2025. 44 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • LPL Financial held 484,807 shares of Strategy Shares Gold-Hedged Bond ETF worth $12.2M as of Q2 2026.
  • LPL Financial sold 151,247 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $4.28M.
  • Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #1955 holding.
  • LPL Financial first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • LPL Financial's Strategy Shares Gold-Hedged Bond ETF position peaked at $19.3M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.