ODFS
GOLY icon

O'Donnell Financial Services’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

O'Donnell Financial Services’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 		$7.44M Buy
296,021
+16,139
+6% +$457K 2.19% 15
2026
Q1 		$8.24M Sell
279,882
-329
-0.1% -$11.9K 2.84% 10
2025
Q4 		$9.79M Buy
280,211
+17,986
+7% +$620K 3.35% 9
2025
Q3 		$8.66M Buy
262,225
+9,572
+4% +$289K 3.08% 9
2025
Q2 		$7.41M Buy
252,653
+12,850
+5% +$367K 2.84% 11
2025
Q1 		$6.66M Buy
+239,803
New +$6.2M 2.75% 12

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

O'Donnell Financial Services's GOLY Position: Q2 2026 in Review

O'Donnell Financial Services increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 5.8% in Q2 2026, buying an estimated $457K and bringing the position to 296,021 shares worth $7.44M. The position accounts for 2.19% of the portfolio, ranked #15.

O'Donnell Financial Services first reported a position in GOLY in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.79M in Q4 2025. 44 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • O'Donnell Financial Services held 296,021 shares of Strategy Shares Gold-Hedged Bond ETF worth $7.44M as of Q2 2026.
  • O'Donnell Financial Services bought 16,139 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $457K.
  • Strategy Shares Gold-Hedged Bond ETF made up 2.19% of O'Donnell Financial Services's portfolio in Q2 2026, its #15 holding.
  • O'Donnell Financial Services first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q1 2025 and has held it in 6 quarters since.
  • O'Donnell Financial Services's Strategy Shares Gold-Hedged Bond ETF position peaked at $9.79M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on O'Donnell Financial Services's 13F filing for Q2 2026, filed 12 Aug 2026.