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Strategy Shares Gold-Hedged Bond ETF

26 hedge funds and large institutions have $42M invested in Strategy Shares Gold-Hedged Bond ETF in 2025 Q3 according to their latest regulatory filings, with 12 funds opening new positions, 10 increasing their positions, 3 reducing their positions, and 1 closing their positions.

New
Increased
Maintained
Reduced
Closed

1,100% more first-time investments, than exits

New positions opened: 12 | Existing positions closed: 1

233% more repeat investments, than reductions

Existing positions increased: 10 | Existing positions reduced: 3

213% more capital invested

Capital invested by funds: $13.4M → $42M (+$28.6M)

73% more funds holding

Funds holding: 1526 (+11)

11.28% more ownership

Funds ownership: 37.36%48.64% (+11%)

Holders
26
Holders Change
+11
Holders Change %
+73.33%
% of All Funds
0.34%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
% of All Funds
0.01%
New
12
Increased
10
Reduced
3
Closed
1
Calls
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PAG
1
Private Advisor Group
New Jersey
$13.4M +$12.3M +406,938 New
ODFS
2
O'Donnell Financial Services
California
$8.66M +$289K +9,572 +4%
LPL Financial
3
LPL Financial
California
$7.77M +$7.11M +235,162 New
Cambridge Investment Research Advisors
4
Cambridge Investment Research Advisors
Iowa
$2.99M +$391K +12,931 +17%
OIA
5
OneDigital Investment Advisors
Kansas
$1.56M +$258K +8,534 +22%
SPIA
6
Steward Partners Investment Advisory
New York
$1.42M +$934K +30,901 +256%
WAM
7
Worth Asset Management
Texas
$819K +$749K +24,794 New
Envestnet Asset Management
8
Envestnet Asset Management
Illinois
$755K +$386K +12,785 +127%
AWP
9
Atlas Wealth Partners
Pennsylvania
$698K +$411K +13,600 +180%
KPWS
10
Kestra Private Wealth Services
Texas
$693K +$634K +20,994 New
Jane Street
11
Jane Street
New York
$666K +$610K +20,178 New
GS
12
GTS Securities
New York
$581K -$714K -23,628 -57%
Osaic Holdings
13
Osaic Holdings
Arizona
$552K +$96K +3,176 +21%
Cetera Investment Advisers
14
Cetera Investment Advisers
Illinois
$368K +$336K +11,136 New
MC
15
Moors & Cabot
Massachusetts
$348K +$319K +10,549 New
AWA
16
Arkadios Wealth Advisors
Georgia
$274K +$251K +8,297 New
WS
17
Wedbush Securities
California
$243K +$222K +7,355 New
CA
18
CoreCap Advisors
Michigan
$111K +$90.8K +3,004 +851%
PS
19
Principal Securities
Iowa
$40.8K +$16.7K +554 +81%
GWM
20
Geneos Wealth Management
Colorado
$25.4K
Simplex Trading
21
Simplex Trading
Illinois
$14K +$12.8K +425 New
CFD
22
Creative Financial Designs
Indiana
$6.75K +$151 +5 +3%
UBS Group
23
UBS Group
Switzerland
$4.75K -$19.6K -650 -82%
MCM
24
MAI Capital Management
Ohio
$3.4K +$3.11K +103 New
Morgan Stanley
25
Morgan Stanley
New York
$3.3K -$30 -1 -1%

GOLY Hedge Fund Activity: Q3 2025 in Review

26 of the 7,621 institutional investors tracked by Wall St. Rank reported a position in Strategy Shares Gold-Hedged Bond ETF (GOLY) for Q3 2025, worth a combined $42M — up 213% from $13.4M a quarter earlier.

Buyers outnumbered sellers: 12 funds opened new GOLY positions and 1 closed out — a net gain of 11 holders — while 10 added to existing stakes and 3 trimmed.

The largest buyer was Private Advisor Group, opening a new position worth an estimated $12.3M. The largest seller was GTS Securities, cutting an estimated $714K.

  • 26 institutional investors held Strategy Shares Gold-Hedged Bond ETF (GOLY) as of Q3 2025, up from 15 in Q2 2025.
  • Funds reported $42M of Strategy Shares Gold-Hedged Bond ETF stock for Q3 2025, up 213% quarter-over-quarter.
  • 12 funds opened new Strategy Shares Gold-Hedged Bond ETF positions in Q3 2025 and 1 closed out, a net change of +11 holders.
  • The largest Strategy Shares Gold-Hedged Bond ETF buyer in Q3 2025 was Private Advisor Group, an estimated $12.3M added.
  • The largest Strategy Shares Gold-Hedged Bond ETF seller in Q3 2025 was GTS Securities, an estimated $714K sold.

Based on aggregated 13F filings for Q3 2025.