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Private Trust Company’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Private Trust Company’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 		$146K Buy
3,824
+1,100
+40% +$39.8K 0.01% 893
2025
Q4 		$95.2K Buy
+2,724
New +$93.9K 0.01% 1035

Other funds holding GOLY

LPL Financial
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
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

Private Trust Company's GOLY Position: Q1 2026 in Review

Private Trust Company increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 40% in Q1 2026, buying an estimated $39.8K and bringing the position to 3,824 shares worth $146K. The position accounts for 0.01% of the portfolio, ranked #893.

Private Trust Company first reported a position in GOLY in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

  • Private Trust Company held 3,824 shares of Strategy Shares Gold-Hedged Bond ETF worth $146K as of Q1 2026.
  • Private Trust Company bought 1,100 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $39.8K.
  • Strategy Shares Gold-Hedged Bond ETF made up 0.01% of Private Trust Company's portfolio in Q1 2026, its #893 holding.
  • Private Trust Company first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Private Trust Company's 13F filing for Q1 2026, filed 30 Apr 2026.