GOLY — STRATEGY SHS
As of Q2 2026, 3 SEC-registered investment managers reported holding GOLY (STRATEGY SHS) in their latest 13F filings, with a combined reported value of $508.82K across 20.23K shares. That is +8.3% by share count (+1.54K shares) versus the previous quarter, while reported value moved -7.5%. Ownership is concentrated: the five largest holders account for 100.0% of reported value and the top ten for 100.0%.
Compared with the prior quarter, 1 opened new positions, 1 added to existing stakes, 1 trimmed, 1 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Citadel Advisors history | Q2 2026 | 19.78K | $497.39K | 0.00% | Add |
| Wells Fargo & Co history | Q1 2026 | 865 | $25.47K | 0.00% | Add |
| UBS Group AG history | Q2 2026 | 250 | $6.29K | 0.00% | New |
| Morgan Stanley history | Q2 2026 | 204 | $5.14K | 0.00% | Reduce |
| Bank of America Corp history | Q2 2025 | 83 | $2.44K | 0.00% | New |
New Positions (Q2 2026)
- UBS Group AG 250 sh · $6.29K
Fully Exited (vs previous quarter)
- Wells Fargo & Co sold 865 sh · $25.47K
Fund Position History — shares by quarter (top 5 funds)
| Fund | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Citadel Advisors | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 17.37K | 19.78K |
| UBS Group AG | 1.38K | 103 | 529 | 1.44K | 1.39K | 100 | 182 | 333 | 28 | 14 | — | 375 | 33 | 794 | 144 | — | — | 250 |
| Morgan Stanley | — | — | — | — | — | — | — | 1 | — | 1 | 101 | 100 | 101 | 101 | 100 | 101 | 454 | 204 |
| Wells Fargo & Co | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 165 | 865 | — |
| Bank of America Corp | — | — | — | — | — | — | — | — | — | — | — | — | — | 83 | — | — | — | — |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
Drag / scroll to zoom · Default shows the most recent year · Annotations come from quarterly fund actions in 13F filings · Hover a marker for details