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

Urban 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 		– Sell
-64,317
Closed -$1.89M – 120
2026
Q1 		$1.89M Sell
64,317
-34,839
-35% -$1.26M 1.94% 15
2025
Q4 		$3.47M Buy
+99,156
New +$3.42M 3.22% 8

Other funds holding GOLY

LPL Financial
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
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
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
HF
HRT Financial New York $54.8B AUM 81.03% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
SPIA
Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

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

Urban Wealth Management sold out of Strategy Shares Gold-Hedged Bond ETF (GOLY) in Q2 2026, closing a stake of 64,317 shares — an estimated $1.89M sold.

Urban Wealth Management first reported a position in GOLY in Q4 2025 and held it in 2 quarters. The position peaked at $3.47M in Q4 2025. 44 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • Urban Wealth Management reported no remaining Strategy Shares Gold-Hedged Bond ETF position as of Q2 2026 after selling out during the quarter.
  • Urban Wealth Management sold 64,317 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $1.89M.
  • Urban Wealth Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and held it in 2 quarters.
  • Urban Wealth Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $3.47M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Urban Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.