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MAI Capital Management’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

MAI Capital 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
2025
Q4 		– Sell
-103
Closed -$3.4K – 4492
2025
Q3 		$3.4K Buy
+103
New +$3.11K ﹤0.01% 3158

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $97.7M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MAI Capital Management's GOLY Position: Q4 2025 in Review

MAI Capital Management sold out of Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q4 2025, closing a stake of 103 shares — an estimated $3.4K sold.

MAI Capital Management first reported a position in GOLY in Q3 2025 and held it in 1 quarter. The position peaked at $3.4K in Q3 2025. 42 funds tracked by Wall St. Rank hold GOLY as of Q4 2025.

  • MAI Capital Management reported no remaining Strategy Shares Gold-Hedged Bond ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 103 Strategy Shares Gold-Hedged Bond ETF shares in Q4 2025, an estimated $3.4K.
  • MAI Capital Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q3 2025 and held it in 1 quarter.
  • MAI Capital Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $3.4K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.