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National Wealth Management Group’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

National Wealth Management Group’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 		– Sell
-11,850
Closed -$349K – 247
2026
Q1 		$349K Sell
11,850
-435
-4% -$15.7K 0.13% 147
2025
Q4 		$429K Buy
+12,285
New +$424K 0.15% 143

Other funds holding GOLY

WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
BFG
Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return

National Wealth Management Group's GOLY Position: Q2 2026 in Review

National Wealth Management Group sold out of Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q2 2026, closing a stake of 11,850 shares — an estimated $349K sold.

National Wealth Management Group first reported a position in GOLY in Q4 2025 and held it in 2 quarters. The position peaked at $429K in Q4 2025. 8 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • National Wealth Management Group reported no remaining Strategy Shares Gold-Hedged Bond ETF position as of Q2 2026 after selling out during the quarter.
  • National Wealth Management Group sold 11,850 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $349K.
  • National Wealth Management Group first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and held it in 2 quarters.
  • National Wealth Management Group's Strategy Shares Gold-Hedged Bond ETF position peaked at $429K in Q4 2025.
  • 8 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on National Wealth Management Group's 13F filing for Q2 2026, filed 14 Jul 2026.