IMA Advisory Services’s Simplify Gold Strategy ETF YGLD Stock Holding History

IMA Advisory Services’s Portfolio YGLD Stock Details YGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$798	Buy	+20	New	+$951	﹤0.01%	815

Other funds holding YGLD

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

IMA Advisory Services's YGLD Position: Q1 2026 in Review

IMA Advisory Services opened a new position in Simplify Gold Strategy ETF (YGLD) in Q1 2026: 20 shares worth $798. The stake represents ﹤0.01% of the portfolio and ranks #815 among its holdings.

14 funds tracked by Wall St. Rank hold YGLD as of Q1 2026.

IMA Advisory Services held 20 shares of Simplify Gold Strategy ETF worth $798 as of Q1 2026.
Simplify Gold Strategy ETF was a new IMA Advisory Services position in Q1 2026.
Simplify Gold Strategy ETF made up ﹤0.01% of IMA Advisory Services's portfolio in Q1 2026, its #815 holding.
14 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q1 2026.

Based on IMA Advisory Services's 13F filing for Q1 2026, filed 6 May 2026.