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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
LPL Financial
1
LPL Financial
California
$19.3M +$10.9M +316,760 +135%
PAG
2
Private Advisor Group
New Jersey
$15.3M +$1.02M +29,559 +7%
ODFS
3
O'Donnell Financial Services
California
$9.79M +$620K +17,986 +7%
UWM
4
Urban Wealth Management
California
$3.47M +$3.42M +99,156 New
Cambridge Investment Research Advisors
5
Cambridge Investment Research Advisors
Iowa
$3.3M +$129K +3,742 +4%
SPIA
6
Steward Partners Investment Advisory
New York
$2.2M +$691K +20,045 +47%
OIA
7
OneDigital Investment Advisors
Kansas
$2.07M +$420K +12,177 +26%
GS
8
GTS Securities
New York
$1.54M +$913K +26,473 +150%
Osaic Holdings
9
Osaic Holdings
Arizona
$1.32M +$683K +19,797 +110%
Envestnet Asset Management
10
Envestnet Asset Management
Illinois
$944K +$143K +4,147 +18%
WAM
11
Worth Asset Management
Texas
$928K +$60.5K +1,755 +7%
KPWS
12
Kestra Private Wealth Services
Texas
$770K +$35.4K +1,026 +5%
AWP
13
Atlas Wealth Partners
Pennsylvania
$750K +$10.3K +300 +1%
Jane Street
14
Jane Street
New York
$746K +$40.3K +1,170 +6%
MC
15
Moors & Cabot
Massachusetts
$626K +$254K +7,363 +70%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$591K +$199K +5,760 +52%
HAG
17
HighPoint Advisor Group
Illinois
$457K +$451K +13,068 New
NWMG
18
National Wealth Management Group
Ohio
$429K +$424K +12,285 New
IAIM
19
International Assets Investment Management
Florida
$412K +$406K +11,781 New
WS
20
Wedbush Securities
California
$347K +$88.4K +2,565 +35%
BFG
21
Birch Financial Group
New Hampshire
$343K +$338K +9,814 New
AWA
22
Arkadios Wealth Advisors
Georgia
$318K +$27.8K +807 +10%
Mariner
23
Mariner
Kansas
$314K +$309K +8,972 New
JWCA
24
J.W. Cole Advisors
Florida
$300K +$296K +8,579 New
SA
25
Sovran Advisors
California
$289K +$268K +7,780 New

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.