Who Owns Strategy Shares Gold Enhanced Yield ETF (GOLY)?Hedge Fund & Institutional Holders

$34.00+0.61 (+1.83%)Financial ServicesBATS

Institutional Holders

44

as of Q4 2025

Total Institutional Value

$1.500000097930002e+145T

% of Float Held

—

QoQ Change in Holders

+10 / -4

Price History

$23.72$27.83$31.95$36.06$40.17Sep 24Jun 25Mar 26

GOLY — Biggest New Institutional Buyers This Quarter

FundActionShares AddedValue Added
Private Advisor Group, LLCIncreased+30K+$1.6B
ODonnell Financial Services, LLCIncreased+18K+$1.1B
Worth Asset Management, LLCNew Position+27K+$927.0M
Steward Partners Investment Advisory, LLCIncreased+20K+$581.6M
OSAIC HOLDINGS, INC.Increased+20K+$448.5M
OneDigital Investment Advisors LLCIncreased+12K+$443.5M
National Wealth Management Group, LLCNew Position+12K+$429.0M
INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLCNew Position+12K+$411.0M
BIRCH FINANCIAL GROUP, LLCNew Position+10K+$342.0M
J.W. COLE ADVISORS, INC.New Position+9K+$299.0M
Sovran Advisors, LLCNew Position+8K+$288.0M
Intrua Financial, LLCNew Position+8K+$278.0M
WETZEL INVESTMENT ADVISORS, INC.New Position+8K+$274.0M
CoreCap Advisors, LLCNew Position+3K+$103.0M
PRIVATE TRUST CO NANew Position+3K+$95.0M

GOLY — Institutions Reducing or Closing Positions

FundActionShares SoldValue Sold
UBS Group AGClosed Position-144-$4.8M
MAI Capital ManagementClosed Position-103-$3.4M
PRINCIPAL SECURITIES, INC.Closed Position-1K-$40K
SIMPLEX TRADING, LLCClosed Position-425-$0

Top Institutional Holders(Q4 2025)

#FundSharesValue% of PortfolioType
1Private Advisor Group, LLC436,497$15.0B70.57%Share
2ODonnell Financial Services, LLC280,211$9.8B3.35%Share
3Steward Partners Investment Advisory, LLC63,001$2.0B10.97%Share
4OneDigital Investment Advisors LLC59,315$2.0B19.60%Share
5OSAIC HOLDINGS, INC.37,205$1.0B1.46%Share
6Worth Asset Management, LLC26,549$927.0M0.39%Share
7National Wealth Management Group, LLC12,285$429.0M0.15%Share
8INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC11,781$411.0M0.03%Share
9BIRCH FINANCIAL GROUP, LLC9,814$342.0M0.20%Share
10J.W. COLE ADVISORS, INC.8,579$299.0M0.01%Share
11Sovran Advisors, LLC7,780$288.0M0.02%Share
12Intrua Financial, LLC7,976$278.0M0.03%Share
13WETZEL INVESTMENT ADVISORS, INC.7,850$274.0M0.11%Share
14CoreCap Advisors, LLC2,969$103.0M0.00%Share
15PRIVATE TRUST CO NA2,724$95.0M0.01%Share
16Geneos Wealth Management Inc.769$26.0M0.00%Share
17LPL Financial LLC551,922$19.0M0.01%Share
18Farther Finance Advisors, LLC400$13.0M0.14%Share
19CREATIVE FINANCIAL DESIGNS INC /ADV210$7.0M0.00%Share
20Urban Wealth Management, LLC99,156$3.5M3.22%Share
21Cambridge Investment Research Advisors, Inc.94,365$3.0M0.01%Share
22Spire Wealth Management102$3.0M0.00%Share
23GTS SECURITIES LLC44,079$1.0M0.03%Share
24KESTRA PRIVATE WEALTH SERVICES, LLC22,020$769K0.01%Share
25Atlas Wealth Partners, LLC21,450$749K0.82%Share
26Arkadios Wealth Advisors7,804$00.00%Share
27MORGAN STANLEY1$00.00%Share
28Arkadios Wealth Advisors1,300$00.00%Share
29Mariner, LLC8,972$00.00%Share
30OSAIC HOLDINGS, INC.610$00.00%Share
31JANE STREET GROUP, LLC21,348$00.00%Share
32WELLS FARGO & COMPANY/MN165$00.00%Share
33ROYAL BANK OF CANADA332$00.00%Share
34CreativeOne Wealth, LLC6,121$00.00%Share
35MORGAN STANLEY100$00.00%Share
36Global Retirement Partners, LLC2,000$00.00%Share
37Cetera Investment Advisers16,896$00.00%Share
38WEDBUSH SECURITIES INC9,920$00.00%Share
39NewEdge Advisors, LLC5,922$00.00%Share
40MCGUIRE CAPITAL ADVISORS INC10$00.00%Share
41Cape Investment Advisory, Inc.110$00.00%Share
42Moors & Cabot, Inc.17,912$00.00%Share
43Kestra Advisory Services, LLC3,012$00.00%Share
44ENVESTNET ASSET MANAGEMENT INC27,020$00.00%Share

GOLY Institutional Ownership History

QuarterHoldersTotal ValueChange
Q4 202541$33.3B+22
Q3 202519$35.4B+5
Q2 202514$10.5B+3
Q1 202511$9.1B+4
Q4 20247$1.0B+4
Q3 20243$9.6M+0
Q2 20243$348K-3
Q1 20246$725.0B—

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As of Q4 2025, 44 institutional investors hold GOLY (Strategy Shares Gold Enhanced Yield ETF). The largest holder is Private Advisor Group, LLC with $15.0B in shares. This quarter, 10 institutions opened new positions and 4 closed their positions.

Frequently Asked Questions

How many hedge funds own GOLY?

As of Q4 2025, 44 institutional investors report holding GOLY (Strategy Shares Gold Enhanced Yield ETF) in their 13F filings.

Who is the largest institutional holder of GOLY?

The largest institutional holder of GOLY is Private Advisor Group, LLC with $15.0B in shares.

Is institutional ownership of GOLY increasing or decreasing?

This quarter, 10 institutions opened new positions in GOLY and 4 closed their positions.