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Strategy Shares Gold-Hedged Bond ETF
GOLY

Overview Fund Activity

15 hedge funds and large institutions have $13M invested in Strategy Shares Gold-Hedged Bond ETF in 2025 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 4 increasing their positions, 2 reducing their positions, and 3 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
15
Holders Change
+5
Holders Change %
+50%
% of All Funds
0.2%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
4
Reduced
2
Closed
3
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors
Iowa
+$2.28M
2
ODFS
O'Donnell Financial Services
California
+$377K
3
SPIA
Steward Partners Investment Advisory
New York
+$354K
4
Envestnet Asset Management
Envestnet Asset Management
Illinois
+$296K
5
AWP
Atlas Wealth Partners
Pennsylvania
+$222K

Top Sellers

1
VF
Virtu Financial
New York
-$734K
2
GWM
Geneos Wealth Management
Colorado
-$22.6K
3
AWM
AE Wealth Management
Kansas
-$9.59K
4
TRCT
Tower Research Capital (TRC)
New York
-$9.53K
5
Osaic Holdings
Osaic Holdings
Arizona
-$3.42K
Name Holding Trade Value Shares
Change 		Shares
Change %
ODFS
1
O'Donnell Financial Services
California
$7.41M +$377K +12,850 +5%
Cambridge Investment Research Advisors
2
Cambridge Investment Research Advisors
Iowa
$2.28M +$2.28M +77,692 New
GS
3
GTS Securities
New York
$1.21M +$147K +5,006 +14%
OIA
4
OneDigital Investment Advisors
Kansas
$1.13M +$49.9K +1,702 +5%
SPIA
5
Steward Partners Investment Advisory
New York
$354K +$354K +12,055 New
Envestnet Asset Management
6
Envestnet Asset Management
Illinois
$296K +$296K +10,088 New
AWP
7
Atlas Wealth Partners
Pennsylvania
$222K +$222K +7,550 New
Osaic Holdings
8
Osaic Holdings
Arizona
$35.8K -$3.42K -142 -9%
UBS Group
9
UBS Group
Switzerland
$23.3K +$22.3K +761 +2,306%
GWM
10
Geneos Wealth Management
Colorado
$22.6K -$22.6K -769 -50%
PS
11
Principal Securities
Iowa
$20K +$20K +681 New
CA
12
CoreCap Advisors
Michigan
$10.4K +$10.4K +353 New
CFD
13
Creative Financial Designs
Indiana
$5.87K +$5.87K +200 New
Morgan Stanley
14
Morgan Stanley
New York
$2.99K – – –
Bank of America
15
Bank of America
North Carolina
$2.44K +$2.44K +83 New
VF
16
Virtu Financial
New York
– -$734K -26,398 Closed
AWM
17
AE Wealth Management
Kansas
– -$9.59K -345 Closed
TRCT
18
Tower Research Capital (TRC)
New York
– -$9.53K -343 Closed