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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
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 $377B AUM 19.32% 1-Year Est. Return
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
UWM
Urban Wealth Management El Segundo, California $97.7M AUM
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $8.11B AUM 24.74% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

O'Donnell Financial Services's GOLY Position: Q1 2026 in Review

O'Donnell Financial Services reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 0.12% in Q1 2026, selling an estimated $11.9K and leaving 279,882 shares worth $8.24M. The position accounts for 2.84% of the portfolio, ranked #10.

O'Donnell Financial Services first reported a position in GOLY in Q1 2025 and has held it in 5 quarters since. The position peaked at $9.79M in Q4 2025. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

  • O'Donnell Financial Services held 279,882 shares of Strategy Shares Gold-Hedged Bond ETF worth $8.24M as of Q1 2026.
  • O'Donnell Financial Services sold 329 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $11.9K.
  • Strategy Shares Gold-Hedged Bond ETF made up 2.84% of O'Donnell Financial Services's portfolio in Q1 2026, its #10 holding.
  • O'Donnell Financial Services first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q1 2025 and has held it in 5 quarters since.
  • O'Donnell Financial Services's Strategy Shares Gold-Hedged Bond ETF position peaked at $9.79M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on O'Donnell Financial Services's 13F filing for Q1 2026, filed 8 May 2026.