Strategy Shares Gold EnhanceGOLYETF

13F holders, Q1 2026 (March 31)
48holders +4
10new positions
5sold out
1famous investor
$29.48avg. 13F price*

At the end of Q1 2026, 48 institutions reported holding Strategy Shares Gold Enhance (GOLY) in their 13F filings, up 4 from Q4 2025. 10 opened new positions and 5 sold out. The largest holders were LPL Financial LLC ($18.7M), ODonnell Financial Services, LLC ($8.2M) and Cambridge Investment Research Advisors, Inc. ($3.4M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).

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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions10$2.4M
Exits5$1.4M

All 13F filers, Q4 2025 → Q1 2026: 269,704 shares bought and 557,464 shares sold, net −287,760 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 48 holders

LPL Financial LLC 0.01% Add +15.2% 636,054 $18.7M
ODonnell Financial Services, LLC 2.84% Reduce -0.1% 279,882 $8.2M
Cambridge Investment Research Advisors, Inc. 0.01% Add +20.9% 114,083 $3.4M
Steward Partners Investment Advisory, LLC 0.01% Add +25.4% 79,035 $2.3M
OneDigital Investment Advisors LLC 0.02% Add +24.1% 73,627 $2.2M
Urban Wealth Management, LLC 1.94% Reduce -35.1% 64,317 $1.9M
Private Advisor Group, LLC 0.01% Reduce -85.4% 63,773 $1.9M
Fig Financial Advisory Services Inc. 1.17% Reduce -53.5% 63,313 $1.9M
Osaic Holdings, Inc. 0.00% Add +0.3% 37,923 $1.1M
GTS Securities LLC 0.04% Reduce -20.3% 35,135 $1.0M
Kestra Private Wealth Services, LLC 0.01% Add +28.1% 28,207 $831K
Worth Asset Management, LLC 0.29% No change 26,549 $782K
Moors & Cabot, Inc. 0.03% Add +44.3% 25,845 $761K
NewEdge Advisors, LLC 0.00% Add +324.1% 25,118 $740K
Envestnet Asset Management Inc. 0.00% Reduce -14.3% 23,162 $682K
Atlas Wealth Partners, LLC 0.57% Reduce -11.9% 18,900 $557K
Cetera Investment Advisers 0.00% Add +6.5% 17,987 $530K
Stratos Wealth Partners, LTD. 0.01% New 17,596 $518K
Citadel Advisors 0.00% New 17,367 $511K
International Assets Investment Management, LLC 0.03% Add +22.8% 14,464 $441K
HighPoint Advisor Group LLC 0.02% Add +0.4% 13,117 $386K
J.W. Cole Advisors, Inc. 0.01% Add +50.7% 12,928 $381K
Wetzel Investment Advisors, Inc. 0.14% Add +55.2% 12,185 $359K
Birch Financial Group, LLC 0.21% Add +22.6% 12,027 $354K
National Wealth Management Group, LLC 0.13% Reduce -3.5% 11,850 $349K
Arkadios Wealth Advisors 0.01% Add +23.8% 11,272 $332K
Concurrent Investment Advisors, LLC 0.00% New 10,962 $323K
Cwm, LLC 0.00% New 9,993 $294K
Mariner, LLC 0.00% Add +10.5% 9,911 $292K
Wedbush Securities Inc. 0.01% Reduce -0.7% 9,850 $290K
Kingsview Wealth Management, LLC 0.00% New 8,795 $259K
Intrua Financial, LLC 0.03% Add +7.6% 8,585 $253K
Thompson David Blair 0.12% Reduce -75.7% 7,165 $211K
Commonwealth Equity Services, LLC 0.00% New 7,060 $208K
AE Wealth Management LLC 0.00% New 6,862 $202K
Private Trust Co. NA 0.01% Add +40.4% 3,824 $146K
CoreCap Advisors, LLC 0.00% Reduce -8.1% 2,728 $80K
Farther Finance Advisors, LLC 0.00% Add +275.0% 1,500 $46K
Wells Fargo & Company 0.00% Add +424.2% 865 $25K
Investment Research & Advisory Group, Inc. 0.01% New 845 $25K
Geneos Wealth Management Inc. 0.00% No change 769 $23K
Royal Bank of Canada 0.00% Add +39.5% 463 $14K
Morgan Stanley 0.00% Add +349.5% 454 $13K
Simplex Trading, LLC 0.00% New 416 $12K
POM Investment Strategies, LLC 0.01% New 356 $10K
Creative Financial Designs Inc. 0.00% Add +1.4% 213 $6K
Spire Wealth Management 0.00% Add +8.8% 111 $3K
McGuire Capital Advisors Inc. 0.00% No change 10 $294

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