Morgan Stanley’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Morgan Stanley’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	$13.4K	Buy	454 +353	+350%	+$12.8K	﹤0.01%	6859
2025 Q4	$3.55K	Buy	101 +1	+1%	+$34	﹤0.01%	7129
2025 Q3	$3.3K	Sell	100 -1	-1%	-$30	﹤0.01%	7195
2025 Q2	$2.98K	Hold	101	–	–	﹤0.01%	7148
2025 Q1	$2.82K	Buy	101 +1	+1%	+$26	﹤0.01%	7106
2024 Q4	$2.4K	Sell	100 -1	-1%	-$25	﹤0.01%	7164
2024 Q3	$2.59K	Buy	101 +100	+10,000%	+$2.39K	﹤0.01%	7078
2024 Q2	$39	Buy	+1	New	+$22	﹤0.01%	7584
2024 Q1	–	Sell	-2	Closed	-$48	–	7987
2023 Q4	$48	Buy	+2	New	+$38	﹤0.01%	7670

Other funds holding GOLY

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 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 Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Morgan Stanley's GOLY Position: Q1 2026 in Review

Morgan Stanley increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 350% in Q1 2026, buying an estimated $12.8K and bringing the position to 454 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #6859.

Morgan Stanley first reported a position in GOLY in Q4 2023 and has held it in 9 quarters since. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

Morgan Stanley held 454 shares of Strategy Shares Gold-Hedged Bond ETF worth $13.4K as of Q1 2026.
Morgan Stanley bought 353 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $12.8K.
Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Morgan Stanley's portfolio in Q1 2026, its #6859 holding.
Morgan Stanley first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2023 and has held it in 9 quarters since.
46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Morgan Stanley's 13F filing for Q1 2026, filed 15 May 2026.