Strategy Shares Gold-Hedged Bond
GOLY • BATS
Strategy Shares Gold-Hedged Bond is an exchange-traded fund on BATS. As of Q3 2025, 26 institutional investors hold shares in this ETF, with total holdings valued at $42.0M. Private Advisor Group, LLC is the largest holder with a position valued at $13.4M.
Overview
Overview of institutional ownership in GOLY as of Q3 2025
All Institutions
- Institutions
- 26
- Value Held
- $42.0M
- Shares Held
- 1.3M
- Avg Position
- $1.6M
- Median Position
- $459.6K
Hedge Funds
- Hedge Funds
- 0
- Value Held
- -
- Shares Held
- -
- Avg Position
- -
- Median Position
- -
Biggest Investors
Institutions with the largest positions in GOLY as of Q3 2025
| Institution | Position Value |
|---|---|
 Private Advisor Group, LLC RIA/Wealth | $13.4M 0.07% of portfolio |
 ODonnell Financial Services, LLC RIA/Wealth | $8.7M 3.14% of portfolio |
L LPL Financial LLC Institution | $7.8M 0.00% of portfolio |
$3.0M 0.01% of portfolio | |
R Resources Investment Advisors, Inc. Pension/Endowment | $1.6M 0.02% of portfolio |
$1.4M 0.01% of portfolio | |
 Worth Asset Management, LLC RIA/Wealth | $818.7K 0.38% of portfolio |
 ENVESTNET ASSET MANAGEMENT INC Long Only Manager | $755.3K 0.00% of portfolio |
 Atlas Wealth Partners, LLC RIA/Wealth | $698.4K 0.71% of portfolio |
 KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $693.2K 0.01% of portfolio |
Net Capital Flow
Institutional buying and selling activity for GOLY in Q3 2025
- Traded
- +$27.0M
- Buyers
- 22
- Sellers
- 4
- Total Bought
- +$27.8M
- Total Sold
- −$804.1K
- Avg Position
- $1.6M
Biggest Buyers
| Institution | Net Bought |
|---|---|
Private Advisor Group, LLC RIA/Wealth | +$13.4M +406.9K shares |
L LPL Financial LLC Institution | +$7.8M +235.2K shares |
+$1.0M +30.9K shares | |
Worth Asset Management, LLC RIA/Wealth | +$818.7K +24.8K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | +$693.2K +21.0K shares |
J JANE STREET GROUP, LLC Institution | +$666.3K +20.2K shares |
Atlas Wealth Partners, LLC RIA/Wealth | +$449.1K +13.6K shares |
+$427.0K +12.9K shares | |
ENVESTNET ASSET MANAGEMENT INC Long Only Manager | +$422.2K +12.8K shares |
 Cetera Investment Advisers RIA/Wealth | +$367.7K +11.1K shares |
Biggest Sellers
| Institution | Net Sold |
|---|---|
G GTS SECURITIES LLC Institution | −$780.2K −23.6K shares |
 UBS Group AG Institution | −$21.5K −650.0 shares |
 BANK OF AMERICA CORP /DE/ Institution | −$2.4K −83.0 shares |
 MORGAN STANLEY RIA/Wealth | −$33.0 −1.0 shares |
Entry and Exit Activity
Institutions that initiated new positions or completely exited GOLY in Q3 2025
- New Positions
- 11
- New Value
- $24.0M
- Exited Positions
- 1
- Exited Value
- $2.4K
New Positions
| Institution | Position Value |
|---|---|
Private Advisor Group, LLC RIA/Wealth | $13.4M 406.9K shares |
L LPL Financial LLC Institution | $7.8M 235.2K shares |
Worth Asset Management, LLC RIA/Wealth | $818.7K 24.8K shares |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | $693.2K 21.0K shares |
Cetera Investment Advisers RIA/Wealth | $367.7K 11.1K shares |
 Moors & Cabot, Inc. RIA/Wealth | $348.3K 10.5K shares |
 Arkadios Wealth Advisors RIA/Wealth | $274.0K 8.3K shares |
 WEDBUSH MORGAN SECURITIES INC RIA/Wealth | $242.9K 7.4K shares |
S SIMPLEX TRADING, LLC Institution | $14.0K 425.0 shares |
 MAI Wealth Advisors RIA/Wealth | $3.4K 103.0 shares |
Exited Positions
| Institution | Previous Position |
|---|---|
BANK OF AMERICA CORP /DE/ Institution | $2.4K 83.0 shares |
Options Activity
Institutions with the largest Call and Put options positions in GOLY as of Q3 2025
- Call Positions
- 0
- Call Value
- -
- Put Positions
- 0
- Put Value
- -
Call Positions
| Institution | Position Value |
|---|---|
| No call positions found | |
Put Positions
| Institution | Position Value |
|---|---|
| No put positions found | |
Most Committed Institutions
Institutions with GOLY as the highest % of their portfolio as of Q3 2025
| Institution | Portfolio Weight |
|---|---|
ODonnell Financial Services, LLC RIA/Wealth | 3.14% $8.7M |
Atlas Wealth Partners, LLC RIA/Wealth | 0.71% $698.4K |
Worth Asset Management, LLC RIA/Wealth | 0.38% $818.7K |
Private Advisor Group, LLC RIA/Wealth | 0.07% $13.4M |
G GTS SECURITIES LLC Institution | 0.02% $581.4K |
R Resources Investment Advisors, Inc. Pension/Endowment | 0.02% $1.6M |
Moors & Cabot, Inc. RIA/Wealth | 0.02% $348.3K |
KESTRA PRIVATE WEALTH SERVICES, LLC RIA/Wealth | 0.01% $693.2K |
0.01% $3.0M | |
WEDBUSH MORGAN SECURITIES INC RIA/Wealth | 0.01% $242.9K |