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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
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 $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
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
KPWS
Kestra Private Wealth Services Austin, Texas $8.11B AUM 24.74% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Urban Wealth Management's GOLY Position: Q1 2026 in Review

Urban Wealth Management reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 35% in Q1 2026, selling an estimated $1.26M and leaving 64,317 shares worth $1.89M. The position accounts for 1.94% of the portfolio, ranked #15.

Urban Wealth Management first reported a position in GOLY in Q4 2025 and has held it in 2 quarters since. The position peaked at $3.47M in Q4 2025. 46 funds tracked by Wall St. Rank hold GOLY as of Q1 2026.

  • Urban Wealth Management held 64,317 shares of Strategy Shares Gold-Hedged Bond ETF worth $1.89M as of Q1 2026.
  • Urban Wealth Management sold 34,839 Strategy Shares Gold-Hedged Bond ETF shares in Q1 2026, an estimated $1.26M.
  • Strategy Shares Gold-Hedged Bond ETF made up 1.94% of Urban Wealth Management's portfolio in Q1 2026, its #15 holding.
  • Urban Wealth Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q4 2025 and has held it in 2 quarters since.
  • Urban Wealth Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $3.47M in Q4 2025.
  • 46 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q1 2026.

Based on Urban Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.