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Principal Securities’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Principal Securities’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
2025
Q4 		– Sell
-1,235
Closed -$40.8K – 3580
2025
Q3 		$40.8K Buy
1,235
+554
+81% +$16.7K ﹤0.01% 2054
2025
Q2 		$20K Buy
+681
New +$19.4K ﹤0.01% 2318

Other funds holding GOLY

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
ODFS
O'Donnell Financial Services San Rafael, California $290M AUM 15.6% 1-Year Est. Return
UWM
Urban Wealth Management El Segundo, California $97.7M AUM
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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Principal Securities's GOLY Position: Q4 2025 in Review

Principal Securities sold out of Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q4 2025, closing a stake of 1,235 shares — an estimated $40.8K sold.

Principal Securities first reported a position in GOLY in Q2 2025 and held it in 2 quarters. The position peaked at $40.8K in Q3 2025. 42 funds tracked by Wall St. Rank hold GOLY as of Q4 2025.

  • Principal Securities reported no remaining Strategy Shares Gold-Hedged Bond ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 1,235 Strategy Shares Gold-Hedged Bond ETF shares in Q4 2025, an estimated $40.8K.
  • Principal Securities first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q2 2025 and held it in 2 quarters.
  • Principal Securities's Strategy Shares Gold-Hedged Bond ETF position peaked at $40.8K in Q3 2025.
  • 42 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.