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Worth Asset Management’s Strategy Shares Gold-Hedged Bond ETF GOLY Stock Holding History

Worth Asset 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 		$589K Sell
23,407
-3,142
-12% -$88.9K 0.19% 103
2026
Q1 		$782K Hold
26,549
– – 0.29% 81
2025
Q4 		$928K Buy
26,549
+1,755
+7% +$60.5K 0.39% 55
2025
Q3 		$819K Buy
+24,794
New +$749K 0.37% 50

Other funds holding GOLY

Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
AWP
Atlas Wealth Partners Wyomissing, Pennsylvania $91.6M AUM 9.52% 1-Year Est. Return
WIA
Wetzel Investment Advisors Indianapolis, Indiana $289M AUM 23.77% 1-Year Est. Return
BFG
Birch Financial Group Keene, New Hampshire $195M AUM 21.04% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CIA
Concurrent Investment Advisors Tampa, Florida $11.8B AUM 31.86% 1-Year Est. Return
IF
Intrua Financial Houston, Texas $1.09B AUM 25.04% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return

Worth Asset Management's GOLY Position: Q2 2026 in Review

Worth Asset Management reduced its Strategy Shares Gold-Hedged Bond ETF (GOLY) stake by 12% in Q2 2026, selling an estimated $88.9K and leaving 23,407 shares worth $589K. The position accounts for 0.19% of the portfolio, ranked #103.

Worth Asset Management first reported a position in GOLY in Q3 2025 and has held it in 4 quarters since. The position peaked at $928K in Q4 2025. 20 funds tracked by Wall St. Rank hold GOLY as of Q2 2026.

  • Worth Asset Management held 23,407 shares of Strategy Shares Gold-Hedged Bond ETF worth $589K as of Q2 2026.
  • Worth Asset Management sold 3,142 Strategy Shares Gold-Hedged Bond ETF shares in Q2 2026, an estimated $88.9K.
  • Strategy Shares Gold-Hedged Bond ETF made up 0.19% of Worth Asset Management's portfolio in Q2 2026, its #103 holding.
  • Worth Asset Management first reported a position in Strategy Shares Gold-Hedged Bond ETF in Q3 2025 and has held it in 4 quarters since.
  • Worth Asset Management's Strategy Shares Gold-Hedged Bond ETF position peaked at $928K in Q4 2025.
  • 20 funds tracked by Wall St. Rank held Strategy Shares Gold-Hedged Bond ETF as of Q2 2026.

Based on Worth Asset Management's 13F filing for Q2 2026, filed 8 Jul 2026.