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Golden Reserve Retirement’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

Golden Reserve Retirement’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.2M Buy
58,630
+28,249
+93% +$587K 0.19% 35
2026
Q1 		$641K Buy
30,381
+17,508
+136% +$379K 0.13% 35
2025
Q4 		$282K Buy
+12,873
New +$283K 0.05% 97

Other funds holding TUA

SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
G
GenTrust Miami, Florida $2.6B AUM 18.42% 1-Year Est. Return
SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $1.05B AUM 16.69% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
FEG
Financial Enhancement Group Anderson, Indiana $839M AUM 18.63% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $258M AUM 15.83% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $1.03B AUM 36.74% 1-Year Est. Return

Golden Reserve Retirement's TUA Position: Q2 2026 in Review

Golden Reserve Retirement increased its Simplify Short Term Treasury Futures Strategy ETF (TUA) stake by 93% in Q2 2026, buying an estimated $587K and bringing the position to 58,630 shares worth $1.2M. The position accounts for 0.19% of the portfolio, ranked #35.

Golden Reserve Retirement first reported a position in TUA in Q4 2025 and has held it in 3 quarters since. 56 funds tracked by Wall St. Rank hold TUA as of Q2 2026.

  • Golden Reserve Retirement held 58,630 shares of Simplify Short Term Treasury Futures Strategy ETF worth $1.2M as of Q2 2026.
  • Golden Reserve Retirement bought 28,249 Simplify Short Term Treasury Futures Strategy ETF shares in Q2 2026, an estimated $587K.
  • Simplify Short Term Treasury Futures Strategy ETF made up 0.19% of Golden Reserve Retirement's portfolio in Q2 2026, its #35 holding.
  • Golden Reserve Retirement first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q4 2025 and has held it in 3 quarters since.
  • 56 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q2 2026.

Based on Golden Reserve Retirement's 13F filing for Q2 2026, filed 4 Aug 2026.