UBS Group
GOLY icon

UBS Group’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

UBS Group’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
-144
Closed -$4.75K – 11280
2025
Q3 		$4.75K Sell
144
-650
-82% -$19.6K ﹤0.01% 8929
2025
Q2 		$23.3K Buy
794
+761
+2,306% +$21.7K ﹤0.01% 8336
2025
Q1 		$917 Sell
33
-342
-91% -$8.85K ﹤0.01% 9620
2024
Q4 		$9K Buy
+375
New +$9.37K ﹤0.01% 8379
2024
Q3 		– Sell
-14
Closed -$309 – 10158
2024
Q2 		$309 Sell
14
-14
-50% -$311 ﹤0.01% 8986
2024
Q1 		$605 Sell
28
-305
-92% -$6.21K ﹤0.01% 8452
2023
Q4 		$6.94K Buy
333
+151
+83% +$2.9K ﹤0.01% 7660
2023
Q3 		$3.24K Buy
182
+82
+82% +$1.57K ﹤0.01% 7590
2023
Q2 		$1.96K Buy
+100
New +$2.06K ﹤0.01% 7829
2023
Q1 		– Sell
-1,390
Closed -$26.5K – 10510
2022
Q4 		$26.5K Sell
1,390
-49
-3% -$885 ﹤0.01% 7365
2022
Q3 		$25K Buy
1,439
+910
+172% +$17.5K ﹤0.01% 7115
2022
Q2 		$11K Buy
529
+426
+414% +$9.13K ﹤0.01% 7858
2022
Q1 		$2K Sell
103
-1,281
-93% -$30.3K ﹤0.01% 9684
2021
Q4 		$34K Buy
+1,384
New +$33.2K ﹤0.01% 7280
2021
Q3 		– Sell
-3
Closed – – 10165
2021
Q2 		$0 Buy
+3
New +$75 ﹤0.01% 9898

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 $21.8B AUM 28.57% 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 $115M AUM
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 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 $424B AUM 22.94% 1-Year Est. Return

UBS Group's GOLY Position: Q4 2025 in Review

UBS Group sold out of Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q4 2025, closing a stake of 144 shares — an estimated $4.75K sold.

UBS Group first reported a position in GOLY in Q2 2021 and held it in 15 quarters. The position peaked at $34K in Q4 2021. 42 funds tracked by Wall St. Rank hold GOLY as of Q4 2025.

  • UBS Group reported no remaining Strategy Shares Gold-Hedged Bond ETF position as of Q4 2025 after selling out during the quarter.
  • UBS Group sold 144 Strategy Shares Gold-Hedged Bond ETF shares in Q4 2025, an estimated $4.75K.
  • UBS Group first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q2 2021 and held it in 15 quarters.
  • UBS Group's Strategy Shares Gold-Hedged Bond ETF position peaked at $34K in Q4 2021.
  • 42 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q4 2025.

Based on UBS Group's 13F filing for Q4 2025, filed 29 Jan 2026.