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 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 $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 Fairfield, Iowa $44.6B AUM 28.94% 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 $115M AUM

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

KPWS

Kestra Private Wealth Services Austin, Texas $9.1B AUM 32.09% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Steward Partners Investment Advisory's GOLY Position: Q1 2026 in Review

Steward Partners Investment Advisory increased its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 25% in Q1 2026, buying an estimated $579K and bringing the position to 79,035 shares worth $2.33M. The position accounts for 0.01% of the portfolio, ranked #800.

Steward Partners Investment Advisory first reported a position in GOLY in Q2 2025 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

Steward Partners Investment Advisory held 79,035 shares of Strategy Shares Gold-Hedged Bond ETF worth $2.33M as of Q1 2026.
Steward Partners Investment Advisory bought 16,034 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $579K.
Strategy Shares Gold-Hedged Bond ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #800 holding.
Steward Partners Investment Advisory first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q2 2025 and has held it in 4 quarters since.
46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.