Strategy Shares Gold EnhanceGOLY ETF 13F holders, Q4 2025 (December 31) 44 holders +18
20 new positions
5 sold out
$34.96 avg. 13F price*
At the end of Q4 2025 , 44 institutions reported holding Strategy Shares Gold Enhance (GOLY) in their 13F filings, up 18 from Q3 2025. 20 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($19.3M), Private Advisor Group, LLC ($15.3M) and ODonnell Financial Services, LLC ($9.8M).
Company Strategy Shares Gold Enhance
CUSIP 86280R878
Latest filing quarter Q2 2026 History Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025 Institutions Total Value New Positions 20 $8.6M Exits 5 $64K
All 13F filers, Q3 2025 → Q4 2025: 716,488 shares bought and 2,342 shares sold, net +714,146 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 44 holders Portfolio Manager % of Holder's Portfolio Change vs Q3 2025 Shares Value ▼ LPL Financial LLC 0.01% Add +134.7% 551,922 $19.3M Private Advisor Group, LLC 0.07% Add +7.3% 436,497 $15.3M ODonnell Financial Services, LLC 3.35% Add +6.9% 280,211 $9.8M Fig Financial Advisory Services Inc. 3.01% New 136,057 $4.8M Urban Wealth Management, LLC 3.22% — 99,156 $3.5M Cambridge Investment Research Advisors, Inc. 0.01% Add +4.1% 94,365 $3.3M Steward Partners Investment Advisory, LLC 0.01% Add +46.7% 63,001 $2.2M OneDigital Investment Advisors LLC 0.02% Add +25.8% 59,315 $2.1M GTS Securities LLC 0.05% Add +150.4% 44,079 $1.5M Osaic Holdings, Inc. 0.00% Add +109.9% 37,815 $1.3M Thompson David Blair 0.59% — 29,524 $1.0M Envestnet Asset Management Inc. 0.00% Add +18.1% 27,020 $944K Worth Asset Management, LLC 0.39% Add +7.1% 26,549 $928K Kestra Private Wealth Services, LLC 0.01% Add +4.9% 22,020 $770K Atlas Wealth Partners, LLC 0.82% Add +1.4% 21,450 $750K Jane Street Group, LLC 0.00% Add +5.8% 21,348 $746K Moors & Cabot, Inc. 0.03% Add +69.8% 17,912 $626K Cetera Investment Advisers 0.00% Add +51.7% 16,896 $591K HighPoint Advisor Group LLC 0.01% New 13,068 $457K National Wealth Management Group, LLC 0.15% New 12,285 $429K International Assets Investment Management, LLC 0.03% New 11,781 $412K Wedbush Securities Inc. 0.01% Add +34.9% 9,920 $347K Birch Financial Group, LLC 0.20% New 9,814 $343K Arkadios Wealth Advisors 0.01% Add +9.7% 9,104 $318K Mariner, LLC 0.00% New 8,972 $314K J.W. Cole Advisors, Inc. 0.01% New 8,579 $300K Sovran Advisors, LLC 0.02% New 7,780 $289K Intrua Financial, LLC 0.03% New 7,976 $279K Wetzel Investment Advisors, Inc. 0.11% New 7,850 $274K CreativeOne Wealth, LLC 0.01% New 6,121 $214K NewEdge Advisors, LLC 0.00% New 5,922 $207K Kestra Advisory Services, LLC 0.00% New 3,012 $105K CoreCap Advisors, LLC 0.00% Reduce -11.6% 2,969 $104K Private Trust Co. NA 0.01% New 2,724 $95K Global Retirement Partners, LLC 0.00% New 2,000 $70K Geneos Wealth Management Inc. 0.00% No change 769 $27K Farther Finance Advisors, LLC 0.00% New 400 $14K Royal Bank of Canada 0.00% New 332 $12K Creative Financial Designs Inc. 0.00% Add +2.4% 210 $7K Wells Fargo & Company 0.00% New 165 $6K Cape Investment Advisory, Inc. 0.00% New 110 $4K Spire Wealth Management 0.00% New 102 $4K Morgan Stanley 0.00% Add +1.0% 101 $4K McGuire Capital Advisors Inc. 0.00% — 10 $350
"% of holder's portfolio" is GOLY's weight in each manager's 13F, not the share of Strategy Shares Gold Enhance the manager owns.