GOLY Institutional Ownership
Strategy Shares Gold Enhanced Yield ETF
1W: -4.4%
1M: -9.3%
3M: -7.2%
YTD: -30.5%
1Y: -26.3%
3Y: +48.9%
5Y: +19.1%
$24.02
-0.29 (-1.19%)
Weekly Expected Move ±3.1%
$23
$23
$24
$25
$26
Overview
Chart
Holdings
Changes
Technicals
Analysis
Peers
Institutions
Dark Pool
Short Interest
Dividends
Weather
Institutional Ownership — GOLY
56
Institutional Holders
+3 vs prior quarter
0.0%
Ownership
+0.00pp
37M
Total Invested
9
New Positions
10
Increased
33
Reduced
12
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (60 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LPL Financial LLC | 484,807 | 12M | -151,247 | -23.8% | 4Q | SEC ↗ |
| 2 | ODonnell Financial Services, LLC | 296,021 | 7M | +16,139 | +5.8% | 6Q | SEC ↗ |
| 3 | Cambridge Investment Research Advisors | 79,373 | 2M | -34,710 | -30.4% | 5Q | SEC ↗ |
| 4 | OneDigital Investment Advisors LLC | 70,838 | 2M | -2,789 | -3.8% | 7Q | SEC ↗ |
| 5 | Private Advisor Group, LLC | 56,790 | 1M | -6,983 | -10.9% | 4Q | SEC ↗ |
| 6 | SUSQUEHANNA INTERNATIONAL GROUP, LLP NEW | 45,017 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 7 | HRT FINANCIAL LP NEW | 38,398 | 922K | — | +0.0% | 1Q | SEC ↗ |
| 8 | Moors & Cabot, Inc. | 33,955 | 816K | +8,110 | +31.4% | 4Q | SEC ↗ |
| 9 | OSAIC HOLDINGS, INC. | 33,295 | 800K | -4,628 | -12.2% | 8Q | SEC ↗ |
| 10 | Steward Partners Investment Advisory, | 30,525 | 733K | -48,510 | -61.4% | 5Q | SEC ↗ |
| 11 | NewEdge Advisors, LLC | 24,539 | 589K | -579 | -2.3% | 3Q | SEC ↗ |
| 12 | Worth Asset Management, LLC | 23,407 | 562K | -3,142 | -11.8% | 4Q | SEC ↗ |
| 13 | Virtu Financial LLC NEW | 23,289 | 559K | — | +0.0% | 1Q | SEC ↗ |
| 14 | ENVESTNET ASSET MANAGEMENT INC | 22,391 | 538K | -771 | -3.3% | 5Q | SEC ↗ |
| 15 | CITADEL ADVISORS LLC | 19,777 | 475K | +2,410 | +13.9% | 2Q | SEC ↗ |
| 16 | Atlas Wealth Partners, LLC | 16,450 | 395K | -2,450 | -13.0% | 5Q | SEC ↗ |
| 17 | Cetera Investment Advisers | 16,022 | 385K | -1,965 | -10.9% | 4Q | SEC ↗ |
| 18 | JANE STREET GROUP, LLC NEW | 14,323 | 344K | — | +0.0% | 1Q | SEC ↗ |
| 19 | HighPoint Advisor Group LLC | 13,163 | 316K | +46 | +0.4% | 3Q | SEC ↗ |
| 20 | Stratos Wealth Partners, LTD. | 13,090 | 314K | -4,506 | -25.6% | 2Q | SEC ↗ |
| 21 | Arkadios Wealth Advisors | 12,190 | 293K | +918 | +8.1% | 4Q | SEC ↗ |
| 22 | WETZEL INVESTMENT ADVISORS, INC. | 12,185 | 293K | — | +0.0% | 3Q | SEC ↗ |
| 23 | BIRCH FINANCIAL GROUP, LLC | 11,874 | 285K | -153 | -1.3% | 3Q | SEC ↗ |
| 24 | GTS SECURITIES LLC | 11,871 | 285K | -23,264 | -66.2% | 6Q | SEC ↗ |
| 25 | J.W. COLE ADVISORS, INC. | 11,362 | 273K | -1,566 | -12.1% | 3Q | SEC ↗ |
| 26 | Concurrent Investment Advisors, LLC | 10,350 | 249K | -612 | -5.6% | 2Q | SEC ↗ |
| 27 | CWM, LLC NEW | 9,993 | 240K | — | +0.0% | 1Q | SEC ↗ |
| 28 | Intrua Financial, LLC | 8,619 | 207K | +34 | +0.4% | 3Q | SEC ↗ |
| 29 | INTERNATIONAL ASSETS INVESTMENT MANAGE | 4,572 | 110K | -9,892 | -68.4% | 3Q | SEC ↗ |
| 30 | AE Wealth Management LLC | 4,440 | 107K | -2,422 | -35.3% | 2Q | SEC ↗ |
| 31 | PRIVATE TRUST CO NA | 3,600 | 86K | -224 | -5.9% | 3Q | SEC ↗ |
| 32 | CoreCap Advisors, LLC | 3,276 | 79K | +548 | +20.1% | 5Q | SEC ↗ |
| 33 | Farther Finance Advisors, LLC | 1,750 | 42K | +250 | +16.7% | 3Q | SEC ↗ |
| 34 | Global Retirement Partners, LLC NEW | 1,500 | 36K | — | +0.0% | 1Q | SEC ↗ |
| 35 | Investment Research & Advisory Group, | 845 | 20K | — | +0.0% | 2Q | SEC ↗ |
| 36 | Geneos Wealth Management Inc. | 769 | 18K | — | +0.0% | 6Q | SEC ↗ |
| 37 | Cape Investment Advisory, Inc. NEW | 450 | 11K | — | +0.0% | 1Q | SEC ↗ |
| 38 | UBS Group AG NEW | 250 | 6K | — | +0.0% | 1Q | SEC ↗ |
| 39 | CREATIVE FINANCIAL DESIGNS INC /ADV | 216 | 5K | +3 | +1.4% | 5Q | SEC ↗ |
| 40 | MORGAN STANLEY | 204 | 5K | -250 | -55.1% | 9Q | SEC ↗ |
| 41 | Blue Trust, Inc. NEW | 173 | 4K | — | +0.0% | 1Q | SEC ↗ |
| 42 | Spire Wealth Management | 112 | 3K | +1 | +0.9% | 3Q | SEC ↗ |
| 43 | SIMPLEX TRADING, LLC | 100 | 2K | -316 | -76.0% | 2Q | SEC ↗ |
| 44 | MCGUIRE CAPITAL ADVISORS INC | 10 | 0K | — | +0.0% | 3Q | SEC ↗ |
| 45 | Silver Grove Financial Group, Inc. NEW | 3 | 0K | — | +0.0% | 1Q | SEC ↗ |
| 46 | WEDBUSH SECURITIES INC | 0 | 0K | -9,850 | -100.0% | 3Q | SEC ↗ |
| 47 | POM Investment Strategies, LLC | 0 | 0K | -356 | -100.0% | 1Q | SEC ↗ |
| 48 | National Wealth Management Group, LLC | 0 | 0K | -11,850 | -100.0% | 2Q | SEC ↗ |
| 49 | Mariner, LLC | 0 | 0K | -9,911 | -100.0% | 2Q | SEC ↗ |
| 50 | Thompson David Blair | 0 | 0K | -7,165 | -100.0% | 2Q | SEC ↗ |
Recent Activity
New Positions (10)
| Holder | Shares | Value |
|---|---|---|
| SUSQUEHANNA INTERNATIONAL GROUP, LL | 45,017 | 1M |
| HRT FINANCIAL LP | 38,398 | 922K |
| Virtu Financial LLC | 23,289 | 559K |
| JANE STREET GROUP, LLC | 14,323 | 344K |
| CWM, LLC | 9,993 | 240K |
| Global Retirement Partners, LLC | 1,500 | 36K |
| Cape Investment Advisory, Inc. | 450 | 11K |
| UBS Group AG | 250 | 6K |
| Blue Trust, Inc. | 173 | 4K |
| Silver Grove Financial Group, Inc. | 3 | 0K |
Sold Out (15)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Urban Wealth Management, LLC | 64,317 | 2M |
| FIG FINANCIAL ADVISORY SERVICES INC | 63,313 | 2M |
| KESTRA PRIVATE WEALTH SERVICES, LLC | 28,207 | 678K |
| National Wealth Management Group, L | 11,850 | 285K |
| Mariner, LLC | 9,911 | 238K |
| WEDBUSH SECURITIES INC | 9,850 | 237K |
| Kingsview Wealth Management, LLC | 8,795 | 211K |
| Sovran Advisors, LLC | 7,780 | 187K |
| Thompson David Blair | 7,165 | 172K |
| COMMONWEALTH EQUITY SERVICES, LLC | 7,060 | 170K |
| CreativeOne Wealth, LLC | 6,121 | 147K |
| Kestra Advisory Services, LLC | 3,012 | 72K |
| WELLS FARGO & COMPANY/MN | 865 | 21K |
| ROYAL BANK OF CANADA | 463 | 11K |
| POM Investment Strategies, LLC | 356 | 9K |
Biggest Increases (10)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ODonnell Financial Services, LLC | +16,139 | +5.8% | 296,021 |
| Moors & Cabot, Inc. | +8,110 | +31.4% | 33,955 |
| CITADEL ADVISORS LLC | +2,410 | +13.9% | 19,777 |
| Arkadios Wealth Advisors | +918 | +8.1% | 12,190 |
| CoreCap Advisors, LLC | +548 | +20.1% | 3,276 |
| Farther Finance Advisors, LLC | +250 | +16.7% | 1,750 |
| HighPoint Advisor Group LLC | +46 | +0.4% | 13,163 |
| Intrua Financial, LLC | +34 | +0.4% | 8,619 |
| CREATIVE FINANCIAL DESIGNS INC /ADV | +3 | +1.4% | 216 |
| Spire Wealth Management | +1 | +0.9% | 112 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| LPL Financial LLC | -151,247 | -23.8% | 484,807 |
| Steward Partners Investment Advisor | -48,510 | -61.4% | 30,525 |
| Cambridge Investment Research Advis | -34,710 | -30.4% | 79,373 |
| GTS SECURITIES LLC | -23,264 | -66.2% | 11,871 |
| INTERNATIONAL ASSETS INVESTMENT MAN | -9,892 | -68.4% | 4,572 |
| Private Advisor Group, LLC | -6,983 | -10.9% | 56,790 |
| OSAIC HOLDINGS, INC. | -4,628 | -12.2% | 33,295 |
| Stratos Wealth Partners, LTD. | -4,506 | -25.6% | 13,090 |
| Worth Asset Management, LLC | -3,142 | -11.8% | 23,407 |
| OneDigital Investment Advisors LLC | -2,789 | -3.8% | 70,838 |
| Atlas Wealth Partners, LLC | -2,450 | -13.0% | 16,450 |
| AE Wealth Management LLC | -2,422 | -35.3% | 4,440 |
| Cetera Investment Advisers | -1,965 | -10.9% | 16,022 |
| J.W. COLE ADVISORS, INC. | -1,566 | -12.1% | 11,362 |
| ENVESTNET ASSET MANAGEMENT INC | -771 | -3.3% | 22,391 |
| Concurrent Investment Advisors, LLC | -612 | -5.6% | 10,350 |
| NewEdge Advisors, LLC | -579 | -2.3% | 24,539 |
| SIMPLEX TRADING, LLC | -316 | -76.0% | 100 |
| MORGAN STANLEY | -250 | -55.1% | 204 |
| PRIVATE TRUST CO NA | -224 | -5.9% | 3,600 |