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Strategy Shares Gold-Hedged Bond ETF

46 hedge funds and large institutions have $51.8M invested in Strategy Shares Gold-Hedged Bond ETF in 2026 Q1 according to their latest regulatory filings, with 10 funds opening new positions, 24 increasing their positions, 9 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed

167% more repeat investments, than reductions

Existing positions increased: 24 | Existing positions reduced: 9

100% more first-time investments, than exits

New positions opened: 10 | Existing positions closed: 5

10% more funds holding

Funds holding: 4246 (+4)

7.19% less ownership

Funds ownership: 44.25%37.07% (-7.2%)

24% less capital invested

Capital invested by funds: $68.2M → $51.8M (-$16.4M)

50% less funds holding in top 10

Funds holding in top 10: 21 (-1)

Holders
46
Holders Change
+4
Holders Change %
+9.52%
% of All Funds
0.57%
Holding in Top 10
1
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-50%
% of All Funds
0.01%
New
10
Increased
24
Reduced
9
Closed
5
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIA
26
Concurrent Investment Advisors
Florida
$323K +$396K +10,962 New
Carson Wealth (CWM LLC)
27
Carson Wealth (CWM LLC)
Nebraska
$294K +$361K +9,993 New
Mariner
28
Mariner
Kansas
$292K +$33.9K +939 +10%
WS
29
Wedbush Securities
California
$290K -$2.53K -70 -0.7%
KWM
30
Kingsview Wealth Management
Oregon
$259K +$318K +8,795 New
IF
31
Intrua Financial
Texas
$253K +$22K +609 +8%
Commonwealth Equity Services
32
Commonwealth Equity Services
Massachusetts
$208K +$255K +7,060 New
AWM
33
AE Wealth Management
Kansas
$202K +$248K +6,862 New
PTC
34
Private Trust Company
Ohio
$146K +$39.8K +1,100 +40%
CA
35
CoreCap Advisors
Michigan
$80.3K -$8.71K -241 -8%
FFA
36
Farther Finance Advisors
California
$45.8K +$39.8K +1,100 +275%
Wells Fargo
37
Wells Fargo
California
$25.5K +$25.3K +700 +424%
IRAG
38
Investment Research & Advisory Group
Georgia
$24.9K +$30.5K +845 New
GWM
39
Geneos Wealth Management
Colorado
$22.6K
Royal Bank of Canada
40
Royal Bank of Canada
Ontario, Canada
$14K +$4.74K +131 +39%
Morgan Stanley
41
Morgan Stanley
New York
$13.4K +$12.8K +353 +350%
Simplex Trading
42
Simplex Trading
Illinois
$12.3K +$15K +416 New
PIS
43
POM Investment Strategies
North Carolina
$10.5K +$12.9K +356 New
CFD
44
Creative Financial Designs
Indiana
$6.28K +$108 +3 +1%
SWM
45
Spire Wealth Management
Virginia
$3.27K +$325 +9 +9%
MCA
46
McGuire Capital Advisors
Oklahoma
$294
Jane Street
47
Jane Street
New York
-$746K -21,348 Closed
SA
48
Sovran Advisors
California
-$289K -7,780 Closed
CW
49
CreativeOne Wealth
Kansas
-$214K -6,121 Closed
KAS
50
Kestra Advisory Services
Texas
-$105K -3,012 Closed

GOLY Hedge Fund Activity: Q1 2026 in Review

46 of the 8,128 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Gold-Hedged Bond ETF (GOLY) for Q1 2026, worth a combined $51.8M — down 24% from $68.2M a quarter earlier.

Buyers outnumbered sellers: 10 funds opened new GOLY positions and 5 closed out — a net gain of 5 holders — while 24 added to existing stakes and 9 trimmed.

The largest buyer was LPL Financial, adding an estimated $3.04M. The largest seller was Private Advisor Group, cutting an estimated $13.5M.

  • 46 institutional investors held Strategy Shares Gold-Hedged Bond ETF (GOLY) as of Q1 2026, up from 42 in Q4 2025.
  • Funds reported $51.8M of Strategy Shares Gold-Hedged Bond ETF stock for Q1 2026, down 24% quarter-over-quarter.
  • 10 funds opened new Strategy Shares Gold-Hedged Bond ETF positions in Q1 2026 and 5 closed out, a net change of +5 holders.
  • The largest Strategy Shares Gold-Hedged Bond ETF buyer in Q1 2026 was LPL Financial, an estimated $3.04M added.
  • The largest Strategy Shares Gold-Hedged Bond ETF seller in Q1 2026 was Private Advisor Group, an estimated $13.5M sold.

Based on aggregated 13F filings for Q1 2026.