SWM
GOLY icon

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

Spire Wealth Management’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 		$2.83K Buy
112
+1
+0.9% +$28 ﹤0.01% 1941
2026
Q1 		$3.27K Buy
111
+9
+9% +$325 ﹤0.01% 1936
2025
Q4 		$3.55K Buy
+102
New +$3.52K ﹤0.01% 1983

Other funds holding GOLY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 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
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return

Spire Wealth Management's GOLY Position: Q2 2026 in Review

Spire Wealth Management increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 0.9% in Q2 2026, buying an estimated $28 and bringing the position to 112 shares worth $2.83K. The position accounts for ﹤0.01% of the portfolio, ranked #1941.

Spire Wealth Management first reported a position in GOLY in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.55K in Q4 2025. 20 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • Spire Wealth Management held 112 shares of Strategy Shares Gold-Hedged Bond ETF worth $2.83K as of Q2 2026.
  • Spire Wealth Management bought 1 Strategy Shares Gold-Hedged Bond ETF share in Q2 2026, an estimated $28.
  • Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #1941 holding.
  • Spire Wealth Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and has held it in 3 quarters since.
  • Spire Wealth Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $3.55K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.