GOLY Institutional Ownership & Shareholders
STRATEGY SHARES GOLD ENHANCE (GOLY) is currently held by 40 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $35.14M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Lpl Financial Llc is currently the largest disclosed institutional shareholder of GOLY tracked by InsiderSet, reporting ownership valued at approximately $12.19M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $11.25M, representing an estimated loss of -7.75% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 81% of the total disclosed GOLY value among the investors covered in this analysis. Major shareholders include Lpl Financial Llc, Odonnell Financial Services, Llc, Onedigital Investment Advisors Llc, and several other long-term asset managers with concentrated positions in STRATEGY SHARES GOLD ENHANCE (GOLY).
This page ranks the largest institutional GOLY shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
40
Total Reported Value
$35.14M
Largest Holder
Lpl Financial Llc
Largest Position
$12.19M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
57
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Lpl Financial Llc | 0.00% | 484,807 | $12,192,906 | $11,248,540 | -$944,366 | -7.75% | |
| Odonnell Financial Services, Llc | 2.19% | 296,021 | $7,444,928 | $6,868,309 | -$576,619 | -7.75% | |
| Onedigital Investment Advisors Llc | 0.02% | 70,838 | $1,781,583 | $1,643,590 | -$137,993 | -7.75% | |
| Private Advisor Group, Llc | 0.01% | 56,790 | $1,428,282 | $1,317,647 | -$110,635 | -7.75% | |
| Susquehanna International Group, Llp | 0.00% | 45,017 | $1,132,178 | $1,044,489 | -$87,689 | -7.75% | |
| Kestra Private Wealth Services, Llc | 0.01% | 46,544 | $1,129,626 | $1,079,919 | -$49,707 | -4.40% | |
| Hrt Financial Lp | 0.00% | 38,398 | $965,000 | $890,914 | -$74,086 | -7.68% | |
| Moors & Cabot, Inc. | 0.03% | 33,955 | $853,961 | $787,827 | -$66,134 | -7.74% | |
| Osaic Holdings, Inc. | 0.00% | 33,295 | $837,343 | $772,514 | -$64,829 | -7.74% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 30,525 | $767,704 | $708,244 | -$59,460 | -7.75% | |
| Newedge Advisors, Llc | 0.00% | 24,539 | $617,160 | $569,356 | -$47,804 | -7.75% | |
| Virtu Financial Llc | 0.02% | 23,289 | $586,000 | $540,354 | -$45,646 | -7.79% | |
| Envestnet Asset Management Inc | 0.00% | 22,391 | $563,135 | $519,518 | -$43,617 | -7.75% | |
| Worth Asset Management, Llc | 0.15% | 21,870 | $530,800 | $507,430 | -$23,370 | -4.40% | |
| Citadel Advisors Llc | 0.00% | 19,777 | $497,392 | $458,868 | -$38,524 | -7.75% | |
| Cetera Investment Advisers | 0.00% | 16,022 | $402,947 | $371,744 | -$31,203 | -7.74% | |
| Jane Street Group, Llc | 0.00% | 14,323 | $360,223 | $332,324 | -$27,899 | -7.75% | |
| Highpoint Advisor Group Llc | 0.01% | 13,163 | $331,052 | $305,409 | -$25,643 | -7.75% | |
| Stratos Wealth Partners, Ltd. | 0.00% | 13,090 | $329,221 | $303,715 | -$25,506 | -7.75% | |
| Birch Financial Group, Llc | 0.15% | 12,956 | $314,451 | $300,606 | -$13,845 | -4.40% | |
| Arkadios Wealth Advisors | 0.00% | 12,190 | $306,587 | $282,834 | -$23,753 | -7.75% | |
| Atlas Wealth Partners, Llc | 0.31% | 12,600 | $305,801 | $292,346 | -$13,455 | -4.40% | |
| Wetzel Investment Advisors, Inc. | 0.10% | 12,385 | $300,572 | $287,358 | -$13,214 | -4.40% | |
| Gts Securities Llc | 0.01% | 11,871 | $298,556 | $275,432 | -$23,124 | -7.75% | |
| Cwm, Llc | 0.00% | 9,993 | $294,294 | $231,859 | -$62,435 | -21.22% | |
| J.W. Cole Advisors, Inc. | 0.00% | 11,362 | $285,749 | $263,622 | -$22,127 | -7.74% | |
| Private Trust Co Na | 0.01% | 3,600 | $87,372 | $83,528 | -$3,844 | -4.40% | |
| Corecap Advisors, Llc | 0.00% | 3,324 | $80,673 | $77,124 | -$3,549 | -4.40% | |
| Farther Finance Advisors, Llc | 0.00% | 1,750 | $42,472 | $40,604 | -$1,868 | -4.40% | |
| Investment Research & Advisory Group, Inc. | 0.01% | 845 | $20,508 | $19,606 | -$902 | -4.40% | |
| Geneos Wealth Management Inc. | 0.00% | 769 | $19,340 | $17,842 | -$1,498 | -7.74% | |
| Cape Investment Advisory, Inc. | 0.00% | 354 | $8,595 | $8,214 | -$381 | -4.44% | |
| Ubs Group Ag | 0.00% | 250 | $6,288 | $5,801 | -$487 | -7.75% | |
| Creative Financial Designs Inc | 0.00% | 216 | $5,427 | $5,012 | -$415 | -7.65% | |
| Morgan Stanley | 0.00% | 204 | $5,145 | $4,733 | -$412 | -8.00% | |
| Spire Wealth Management | 0.00% | 114 | $2,762 | $2,645 | -$117 | -4.23% | |
| Simplex Trading, Llc | 0.00% | 100 | $2,515 | $2,320 | -$195 | -7.75% | |
| Cambridge Investment Research Advisors, Inc. | 0.00% | 20,755 | $504 | $481,560 | +$481,056 | +95447.54% | |
| Mcguire Capital Advisors Inc | 0.00% | 10 | $252 | $232 | -$20 | -7.93% | |
| Silver Grove Financial Group, Inc. | 0.00% | 3 | $75 | $70 | -$5 | -7.19% |
Frequently asked questions about GOLY
Who are the largest institutional holders of GOLY?
The largest institutional holders of GOLY reported in the latest SEC Form 13F filings include Lpl Financial Llc, Odonnell Financial Services, Llc, Onedigital Investment Advisors Llc, Private Advisor Group, Llc, and Susquehanna International Group, Llp. InsiderSet ranks institutional holders by their latest reported GOLY position.
What is GOLY institutional ownership?
This page tracks GOLY positions reported by institutional investment managers through SEC Form 13F. STRATEGY SHARES GOLD ENHANCE (GOLY) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own GOLY?
InsiderSet currently tracks 40 institutional managers reporting GOLY holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of GOLY shareholders.
How much GOLY stock do institutions own?
Institutional investment managers disclosed approximately $35.14M in GOLY holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was GOLY institutional ownership last updated?
The latest GOLY institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional GOLY holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its GOLY position after the reporting date.
Are institutions buying or selling GOLY?
Institutional buying and selling can be analyzed by comparing GOLY positions across consecutive 13F reporting periods. InsiderSet's GOLY Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View GOLY ownership changes.
How has GOLY institutional ownership changed over time?
InsiderSet tracks GOLY institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.