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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
LPL Financial
1
LPL Financial
California
$18.7M +$3.04M +84,132 +15%
ODFS
2
O'Donnell Financial Services
California
$8.24M -$11.9K -329 -0.1%
Cambridge Investment Research Advisors
3
Cambridge Investment Research Advisors
Iowa
$3.36M +$713K +19,718 +21%
SPIA
4
Steward Partners Investment Advisory
New York
$2.33M +$579K +16,034 +25%
OIA
5
OneDigital Investment Advisors
Kansas
$2.17M +$517K +14,312 +24%
UWM
6
Urban Wealth Management
California
$1.89M -$1.26M -34,839 -35%
PAG
7
Private Advisor Group
New Jersey
$1.88M -$13.5M -372,724 -85%
Osaic Holdings
8
Osaic Holdings
Arizona
$1.12M +$3.9K +108 +0.3%
GS
9
GTS Securities
New York
$1.03M -$323K -8,944 -20%
KPWS
10
Kestra Private Wealth Services
Texas
$831K +$224K +6,187 +28%
WAM
11
Worth Asset Management
Texas
$782K
MC
12
Moors & Cabot
Massachusetts
$761K +$287K +7,933 +44%
NA
13
NewEdge Advisors
Louisiana
$740K +$694K +19,196 +324%
Envestnet Asset Management
14
Envestnet Asset Management
Illinois
$682K -$139K -3,858 -14%
AWP
15
Atlas Wealth Partners
Pennsylvania
$557K -$92.2K -2,550 -12%
Cetera Investment Advisers
16
Cetera Investment Advisers
Illinois
$530K +$39.4K +1,091 +6%
SWP
17
Stratos Wealth Partners
Ohio
$518K +$636K +17,596 New
Citadel Advisors
18
Citadel Advisors
Florida
$511K +$628K +17,367 New
IAIM
19
International Assets Investment Management
Florida
$441K +$97K +2,683 +23%
HAG
20
HighPoint Advisor Group
Illinois
$386K +$1.77K +49 +0.4%
JWCA
21
J.W. Cole Advisors
Florida
$381K +$157K +4,349 +51%
WIA
22
Wetzel Investment Advisors
Indiana
$359K +$157K +4,335 +55%
BFG
23
Birch Financial Group
New Hampshire
$354K +$80K +2,213 +23%
NWMG
24
National Wealth Management Group
Ohio
$349K -$15.7K -435 -4%
AWA
25
Arkadios Wealth Advisors
Georgia
$332K +$78.4K +2,168 +24%

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.