MC
GOLY icon

Moors & Cabot’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Moors & Cabot’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 		$761K Buy
25,845
+7,933
+44% +$287K 0.03% 437
2025
Q4 		$626K Buy
17,912
+7,363
+70% +$254K 0.03% 475
2025
Q3 		$348K Buy
+10,549
New +$319K 0.02% 629

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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

Moors & Cabot's GOLY Position: Q1 2026 in Review

Moors & Cabot increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 44% in Q1 2026, buying an estimated $287K and bringing the position to 25,845 shares worth $761K. The position accounts for 0.03% of the portfolio, ranked #437.

Moors & Cabot first reported a position in GOLY in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

  • Moors & Cabot held 25,845 shares of Strategy Shares Gold-Hedged Bond ETF worth $761K as of Q1 2026.
  • Moors & Cabot bought 7,933 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $287K.
  • Strategy Shares Gold-Hedged Bond ETF made up 0.03% of Moors & Cabot's portfolio in Q1 2026, its #437 holding.
  • Moors & Cabot first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Moors & Cabot's 13F filing for Q1 2026, filed 8 May 2026.