Who owns GOLY?
Strategy Shares - Strategy Shares Gold Enhanced Yield ETF · Strategy
44 institutions reported holding GOLY, worth $38.6M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of GOLY
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| LPL Financial LLC | Fort Mill, SC | $12.2M | 484,807 | −151,247 shares |
| ODonnell Financial Services, LLC | San Rafael, CA | $7.4M | 296,021 | +16,139 shares |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | $4.0M | 158,746 | +44,663 shares |
| OneDigital Investment Advisors LLC | Overland Park, KS | $1.8M | 70,838 | −2,789 shares |
| Private Advisor Group, LLC | Morristown, NJ | $1.4M | 56,790 | −6,983 shares |
| Susquehanna International Group, LLP | Bala Cynwyd, PA | $1.1M | 45,017 | New position |
| HRT Financial LP | New York, NY | $965K | 38,398 | New position |
| Moors & Cabot, Inc. | Boston, MA | $854K | 33,955 | +8,110 shares |
| Osaic Holdings, Inc. | Scottsdale, AZ | $837K | 33,295 | −4,628 shares |
| Steward Partners Investment Advisory, LLC | Stamford, CT | $768K | 30,525 | −48,510 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns GOLY?
44 institutional managers reported holding GOLY in Form 13F filings for June 30, 2026, worth $38.6M in total. The largest reported position was held by LPL Financial LLC, at $12.2M.
Did institutions buy or sell GOLY last quarter?
Reported 13F value fell 23.9% from March 31, 2026, which includes price moves as well as buying and selling. 10 firms reported a new position and 10 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is GOLY ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.