Q4 2024 13F Holders as of 12/31/2024
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Type / Class
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Equity / GOLD ENHANCED ET
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Number of holders
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6
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Total 13F shares, excl. options
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44.4K
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Shares change
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+44K
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Total reported value, excl. options
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$1.07M
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Value change
-
+$1.06M
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Number of buys
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5
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Number of sells
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-1
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Price
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$24.00
Significant Holders of STRATEGY SHS - GOLD ENHANCED ET (GOLY) as of Q4 2024
6 filings reported holding GOLY - STRATEGY SHS - GOLD ENHANCED ET as of Q4 2024.
STRATEGY SHS - GOLD ENHANCED ET (GOLY) has 6 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 44.4K shares
.
Largest 6 shareholders include OneDigital Investment Advisors LLC (27.7K shares), JANE STREET GROUP, LLC (14.4K shares), OSAIC HOLDINGS, INC. (1.49K shares), UBS Group AG (375 shares), AE Wealth Management LLC (345 shares), and MORGAN STANLEY (100 shares).
This table shows the top 6 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.