Strategy Shares Gold EnhanceGOLYETF
13F holders, Q1 2025 (March 31)10holders +4
5new positions
1sold out
$27.79avg. 13F price*
At the end of Q1 2025, 10 institutions reported holding Strategy Shares Gold Enhance (GOLY) in their 13F filings, up 4 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were ODonnell Financial Services, LLC ($6.7M), OneDigital Investment Advisors LLC ($1.0M) and GTS Securities LLC ($1.0M).
- Company
- Strategy Shares Gold Enhance
- CUSIP
- 86280R878
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $8.4M |
| Exits | 1 | $346K |
All 13F filers, Q4 2024 → Q1 2025: 312,848 shares bought and 14,741 shares sold, net +298,107 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| ODonnell Financial Services, LLC | 2.75% | New | 239,803 | $6.7M |
| OneDigital Investment Advisors LLC | 0.01% | Add +33.0% | 36,902 | $1.0M |
| GTS Securities LLC | 0.04% | New | 36,228 | $1.0M |
| Virtu Financial LLC | 0.04% | New | 26,398 | $734K |
| Osaic Holdings, Inc. | 0.00% | Add +9.5% | 1,632 | $45K |
| Geneos Wealth Management Inc. | 0.00% | New | 769 | $21K |
| AE Wealth Management LLC | 0.00% | No change | 345 | $10K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 343 | $10K |
| Morgan Stanley | 0.00% | Add +1.0% | 101 | $3K |
| UBS Group AG | 0.00% | Reduce -91.2% | 33 | $917 |
"% of holder's portfolio" is GOLY's weight in each manager's 13F, not the share of Strategy Shares Gold Enhance the manager owns.