Steward Partners Investment Advisory’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Steward Partners Investment Advisory’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	$768K	Sell	30,525 -48,510	-61%	-$1.37M	﹤0.01%	1451
2026 Q1	$2.33M	Buy	79,035 +16,034	+25%	+$579K	0.01%	800
2025 Q4	$2.2M	Buy	63,001 +20,045	+47%	+$691K	0.01%	760
2025 Q3	$1.42M	Buy	42,956 +30,901	+256%	+$934K	0.01%	909
2025 Q2	$354K	Buy	+12,055	New	+$344K	﹤0.01%	1473

Other funds holding GOLY

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ODFS

O'Donnell Financial Services San Rafael, California $340M AUM 23.31% 1-Year Est. Return

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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return

Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Steward Partners Investment Advisory's GOLY Position: Q2 2026 in Review

Steward Partners Investment Advisory reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 61% in Q2 2026, selling an estimated $1.37M and leaving 30,525 shares worth $768K. The position accounts for ﹤0.01% of the portfolio, ranked #1451.

Steward Partners Investment Advisory first reported a position in GOLY in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.33M in Q1 2026. 44 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

Steward Partners Investment Advisory held 30,525 shares of Strategy Shares Gold-Hedged Bond ETF worth $768K as of Q2 2026.
Steward Partners Investment Advisory sold 48,510 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $1.37M.
Strategy Shares Gold-Hedged Bond ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #1451 holding.
Steward Partners Investment Advisory first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q2 2025 and has held it in 5 quarters since.
Steward Partners Investment Advisory's Strategy Shares Gold-Hedged Bond ETF position peaked at $2.33M in Q1 2026.
44 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.