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GOLY STRATEGY SHS

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GOLD ENHANCED ET (fund)

16 managers (16 13F filers) reported a position in GOLY shares at 2025-06-30, 457,699 shares in all. 8 filers opened a position and 3 filers sold out during the quarter.

Managers
16
13F filers
16
New
8
Added
5
Reduced
0
Sold out
3
Shares held by filers
457,699

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2025

Filers in the available 13F reports with a share position at 2025-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
ODonnell Financial Services, LLC252,653$7.41M2.84%+12,85013F-HRTimeline
Cambridge Investment Research Advisors,…77,692$2.28M0.01%new13F-HRTimeline
GTS SECURITIES LLC41,234$1.21M0.05%+5,00613F-HRTimeline
OneDigital Investment Advisors LLC38,604$1.13M0.01%+1,70213F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.14,842$435K<0.01%+13,21013F-HR/ATimelineGroup
Steward Partners Investment Advisory, L…12,055$354K<0.01%new13F-HRTimeline
ENVESTNET ASSET MANAGEMENT INCin group ENVESTNET ASSET MANAGEMENT INC10,088$296K<0.01%new13F-HRTimelineGroup
Atlas Wealth Partners, LLC7,550$222K0.26%new13F-HRTimeline
UBS Group AGin group UBS Group AG794$23.3K<0.01%+76113F-HRTimelineGroup
Geneos Wealth Management Inc.769$22.6K<0.01%013F-HRTimeline
PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC681$20K<0.01%new13F-HRTimelineGroup
CoreCap Advisors, LLC353$10.4K<0.01%new13F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV200$5.87K<0.01%new13F-HRTimeline
MORGAN STANLEYin group MORGAN STANLEY101$2.98K<0.01%013F-HRTimelineGroup
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/83$2.44K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.