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Strategy Shares Gold-Hedged Bond ETF

42 hedge funds and large institutions have $68.2M invested in Strategy Shares Gold-Hedged Bond ETF in 2025 Q4 according to their latest regulatory filings, with 21 funds opening new positions, 19 increasing their positions, 1 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,800% more repeat investments, than reductions

Existing positions increased: 19 | Existing positions reduced: 1

320% more first-time investments, than exits

New positions opened: 21 | Existing positions closed: 5

100% more funds holding in top 10

Funds holding in top 10: 12 (+1)

62% more capital invested

Capital invested by funds: $42M → $68.2M (+$26.2M)

62% more funds holding

Funds holding: 2642 (+16)

4.39% less ownership

Funds ownership: 48.64%44.25% (-4.4%)

Holders
42
Holders Change
+16
Holders Change %
+61.54%
% of All Funds
0.51%
Holding in Top 10
2
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+100%
% of All Funds
0.02%
New
21
Increased
19
Reduced
1
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
IF
26
Intrua Financial
Texas
$279K +$275K +7,976 New
WIA
27
Wetzel Investment Advisors
Indiana
$274K +$271K +7,850 New
CW
28
CreativeOne Wealth
Kansas
$214K +$211K +6,121 New
NA
29
NewEdge Advisors
Louisiana
$207K +$204K +5,922 New
KAS
30
Kestra Advisory Services
Texas
$105K +$104K +3,012 New
CA
31
CoreCap Advisors
Michigan
$104K -$13.4K -388 -12%
PTC
32
Private Trust Company
Ohio
$95.2K +$93.9K +2,724 New
GRP
33
Global Retirement Partners
California
$69.9K +$69K +2,000 New
GWM
34
Geneos Wealth Management
Colorado
$26.9K
FFA
35
Farther Finance Advisors
California
$14K +$13.8K +400 New
Royal Bank of Canada
36
Royal Bank of Canada
Ontario, Canada
$12K +$11.4K +332 New
CFD
37
Creative Financial Designs
Indiana
$7.35K +$172 +5 +2%
Wells Fargo
38
Wells Fargo
California
$5.77K +$5.69K +165 New
CIA
39
Cape Investment Advisory
Georgia
$3.85K +$3.79K +110 New
SWM
40
Spire Wealth Management
Virginia
$3.55K +$3.52K +102 New
Morgan Stanley
41
Morgan Stanley
New York
$3.55K +$34 +1 +1%
MCA
42
McGuire Capital Advisors
Oklahoma
$350 +$345 +10 New
PS
43
Principal Securities
Iowa
-$40.8K -1,235 Closed
Simplex Trading
44
Simplex Trading
Illinois
-$14K -425 Closed
UBS Group
45
UBS Group
Switzerland
-$4.75K -144 Closed
MCM
46
MAI Capital Management
Ohio
-$3.4K -103 Closed
Jones Financial Companies
47
Jones Financial Companies
Missouri
-$1.52K -47 Closed

GOLY Hedge Fund Activity: Q4 2025 in Review

42 of the 8,223 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Gold-Hedged Bond ETF (GOLY) for Q4 2025, worth a combined $68.2M — up 62% from $42M a quarter earlier.

Buyers outnumbered sellers: 21 funds opened new GOLY positions and 5 closed out — a net gain of 16 holders — while 19 added to existing stakes and 1 trimmed.

The largest buyer was LPL Financial, adding an estimated $10.9M. The largest seller was Principal Securities, exiting entirely with an estimated $40.8K sold.

  • 42 institutional investors held Strategy Shares Gold-Hedged Bond ETF (GOLY) as of Q4 2025, up from 26 in Q3 2025.
  • Funds reported $68.2M of Strategy Shares Gold-Hedged Bond ETF stock for Q4 2025, up 62% quarter-over-quarter.
  • 21 funds opened new Strategy Shares Gold-Hedged Bond ETF positions in Q4 2025 and 5 closed out, a net change of +16 holders.
  • The largest Strategy Shares Gold-Hedged Bond ETF buyer in Q4 2025 was LPL Financial, an estimated $10.9M added.
  • The largest Strategy Shares Gold-Hedged Bond ETF seller in Q4 2025 was Principal Securities, an estimated $40.8K sold.

Based on aggregated 13F filings for Q4 2025.