Strategy Shares Gold EnhanceGOLYETF

13F holders, Q2 2025 (June 30)
15holders +5
8new positions
3sold out
$29.34avg. 13F price*

At the end of Q2 2025, 15 institutions reported holding Strategy Shares Gold Enhance (GOLY) in their 13F filings, up 5 from Q1 2025. 8 opened new positions and 3 sold out. The largest holders were ODonnell Financial Services, LLC ($7.4M), Cambridge Investment Research Advisors, Inc. ($2.3M) and GTS Securities LLC ($1.2M).

Company
Strategy Shares Gold Enhance
CUSIP
86280R878
Latest filing quarter
Q2 2026

History

Number of 13F holders

01020304050 Q1 2024: 5Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 6Q4 2024Q1 2025: 10Q1 2025Q2 2025: 15Q2 2025Q3 2025: 26Q3 2025Q4 2025: 44Q4 2025Q1 2026: 48Q1 2026Q2 2026: 44Q2 2026

Total Exit/New Position Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions8$3.2M
Exits3$753K

All 13F filers, Q1 2025 → Q2 2025: 142,231 shares bought and 27,086 shares sold, net +115,145 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 15 holders

ODonnell Financial Services, LLC 2.84% Add +5.4% 252,653 $7.4M
Cambridge Investment Research Advisors, Inc. 0.01% New 77,692 $2.3M
GTS Securities LLC 0.05% Add +13.8% 41,234 $1.2M
OneDigital Investment Advisors LLC 0.01% Add +4.6% 38,604 $1.1M
Osaic Holdings, Inc. 0.00% Add +809.4% 14,842 $435K
Steward Partners Investment Advisory, LLC 0.00% New 12,055 $354K
Envestnet Asset Management Inc. 0.00% New 10,088 $296K
Atlas Wealth Partners, LLC 0.26% New 7,550 $222K
UBS Group AG 0.00% Add +2306.1% 794 $23K
Geneos Wealth Management Inc. 0.00% No change 769 $23K
Principal Securities, Inc. 0.00% New 681 $20K
CoreCap Advisors, LLC 0.00% New 353 $10K
Creative Financial Designs Inc. 0.00% New 200 $6K
Morgan Stanley 0.00% No change 101 $3K
Bank of America Corp. 0.00% New 83 $2K

"% of holder's portfolio" is GOLY's weight in each manager's 13F, not the share of Strategy Shares Gold Enhance the manager owns.