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
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 $290M AUM 15.6% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 22.89% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $115M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

LPL Financial's GOLY Position: Q1 2026 in Review

LPL Financial increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 15% in Q1 2026, buying an estimated $3.04M and bringing the position to 636,054 shares worth $18.7M. The position accounts for 0.01% of the portfolio, ranked #1511.

LPL Financial first reported a position in GOLY in Q3 2025 and has held it in 3 quarters since. The position peaked at $19.3M in Q4 2025. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

  • LPL Financial held 636,054 shares of Strategy Shares Gold-Hedged Bond ETF worth $18.7M as of Q1 2026.
  • LPL Financial bought 84,132 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $3.04M.
  • Strategy Shares Gold-Hedged Bond ETF made up 0.01% of LPL Financial's portfolio in Q1 2026, its #1511 holding.
  • LPL Financial first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • LPL Financial's Strategy Shares Gold-Hedged Bond ETF position peaked at $19.3M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.