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Strategy Shares Gold Enhanced Yield ETF (GOLY) Institutional Ownership

$28.71 +0.45 (+1.59%)
As of 03:59 PM Eastern

Institutional Ownership Changes (13F Filings) for Strategy Shares Gold Enhanced Yield ETF (BATS:GOLY)

Number of
Institutional Buyers
(last 12 months)
9
Total
Institutional Inflows
(last 12 months)
$1.83M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$12.09M
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GOLY Institutional Buying and Selling by Quarter

Strategy Shares Gold Enhanced Yield ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/2/2026 International Assets Investment Management LLC14,464$441K0.0%+22.8%1.130%
4/30/2026 Atlas Wealth Partners LLC18,900$557K0.6%-11.9%1.477%
4/27/2026 Private Advisor Group LLC63,773$1.88M0.0%-85.4%4.982%
4/23/2026 Intrua Financial LLC8,585$253K0.0%+7.6%0.671%
4/23/2026 Wetzel Investment Advisors Inc.12,185$359K0.1%+55.2%0.952%
4/21/2026 Urban Wealth Management LLC64,317$1.89M1.9%-35.1%5.025%
4/20/2026 Kestra Private Wealth Services LLC28,207$831K0.0%+28.1%2.204%
4/17/2026 Birch Financial Group LLC12,027$354K0.2%+22.5%0.940%
2/13/2026Arkadios Wealth Advisors9,104$318K0.0%+9.7%0.175%
1/26/2026 Private Trust Co. NA2,724$95K0.0%N/A0.054%
1/14/2026 Worth Asset Management LLC26,549$928K0.4%+7.1%0.577%
1/13/2026 CoreCap Advisors LLC2,969$104K0.0%-11.6%0.065%
10/29/2025Arkadios Wealth Advisors8,297$274K0.0%N/A0.224%
10/22/2025 CoreCap Advisors LLC3,357$111K0.0%+851.0%0.094%
10/17/2025 Worth Asset Management LLC24,794$819K0.4%N/A0.772%


GOLY Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of GOLY shares?

During the previous two years, 12 institutional investors and hedge funds held shares of Strategy Shares Gold Enhanced Yield ETF. The most heavily invested institutionals were Urban Wealth Management LLC ($1.89M), Private Advisor Group LLC ($1.88M), Worth Asset Management LLC ($928K), Kestra Private Wealth Services LLC ($831K), Atlas Wealth Partners LLC ($557K), International Assets Investment Management LLC ($441K), and Wetzel Investment Advisors Inc. ($359K).Learn more on Strategy Shares Gold Enhanced Yield ETF's institutional investors.

Which institutional investors have been buying Strategy Shares Gold Enhanced Yield ETF's stock?

Of the 9 institutional investors that purchased Strategy Shares Gold Enhanced Yield ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Worth Asset Management LLC ($26.55K), Arkadios Wealth Advisors ($9.10K), Kestra Private Wealth Services LLC ($6.19K), Wetzel Investment Advisors Inc. ($4.34K), CoreCap Advisors LLC ($3.00K), Private Trust Co. NA ($2.72K), and International Assets Investment Management LLC ($2.68K).

How much institutional buying is happening at Strategy Shares Gold Enhanced Yield ETF?

Institutional investors have bought a total of 57,408 shares in the last 24 months. This purchase volume represents approximately $1.83M in transactions.

Which of Strategy Shares Gold Enhanced Yield ETF's major shareholders have been selling company stock?

The following institutional investors have sold Strategy Shares Gold Enhanced Yield ETF stock in the last 24 months: Private Advisor Group LLC ($372.72K), Urban Wealth Management LLC ($34.84K), Atlas Wealth Partners LLC ($2.55K), and CoreCap Advisors LLC ($388.00).

How much institutional selling is happening at Strategy Shares Gold Enhanced Yield ETF?

Institutional investors have sold a total of 410,501 shares in the last 24 months. This volume of shares sold represents approximately $12.09M in transactions.



This page (BATS:GOLY) was last updated on 5/5/2026 by MarketBeat.com Staff.
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