Strategy Shares Gold EnhanceGOLYETF

13F holders, Q3 2025 (September 30)
26holders +11
12new positions
1sold out
$32.99avg. 13F price*

At the end of Q3 2025, 26 institutions reported holding Strategy Shares Gold Enhance (GOLY) in their 13F filings, up 11 from Q2 2025. 12 opened new positions and 1 sold out. The largest holders were Private Advisor Group, LLC ($13.4M), ODonnell Financial Services, LLC ($8.7M) and LPL Financial LLC ($7.8M).

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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions12$24.6M
Exits1$2K

All 13F filers, Q2 2025 → Q3 2025: 841,040 shares bought and 24,362 shares sold, net +816,678 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 26 holders

Private Advisor Group, LLC 0.07% New 406,938 $13.4M
ODonnell Financial Services, LLC 3.08% Add +3.8% 262,225 $8.7M
LPL Financial LLC 0.00% New 235,162 $7.8M
Cambridge Investment Research Advisors, Inc. 0.01% Add +16.6% 90,623 $3.0M
OneDigital Investment Advisors LLC 0.02% Add +22.1% 47,138 $1.6M
Steward Partners Investment Advisory, LLC 0.01% Add +256.3% 42,956 $1.4M
Worth Asset Management, LLC 0.37% New 24,794 $819K
Envestnet Asset Management Inc. 0.00% Add +126.7% 22,873 $755K
Atlas Wealth Partners, LLC 0.71% Add +180.1% 21,150 $698K
Kestra Private Wealth Services, LLC 0.01% New 20,994 $693K
Jane Street Group, LLC 0.00% New 20,178 $666K
GTS Securities LLC 0.02% Reduce -57.3% 17,606 $581K
Osaic Holdings, Inc. 0.00% Add +21.4% 18,018 $552K
Cetera Investment Advisers 0.00% New 11,136 $368K
Moors & Cabot, Inc. 0.02% New 10,549 $348K
Arkadios Wealth Advisors 0.01% New 8,297 $274K
Wedbush Securities Inc. 0.01% New 7,355 $243K
CoreCap Advisors, LLC 0.00% Add +851.0% 3,357 $111K
Principal Securities, Inc. 0.00% Add +81.3% 1,235 $41K
Geneos Wealth Management Inc. 0.00% No change 769 $25K
Simplex Trading, LLC 0.00% New 425 $14K
Creative Financial Designs Inc. 0.00% Add +2.5% 205 $7K
UBS Group AG 0.00% Reduce -81.9% 144 $5K
MAI Capital Management 0.00% New 103 $3K
Morgan Stanley 0.00% Reduce -1.0% 100 $3K
Jones Financial Companies LLLP 0.00% New 47 $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.