IAS
YGLD

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
Q2 		– Sell
-20
Closed -$798 – 1447
2026
Q1 		$798 Buy
+20
New +$951 ﹤0.01% 815

Other funds holding YGLD

AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
JMBA
J. M. Brown & Associates Tulsa, Oklahoma $175M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

IMA Advisory Services's YGLD Position: Q2 2026 in Review

IMA Advisory Services sold out of Simplify Gold Strategy ETF (YGLD) in Q2 2026, closing a stake of 20 shares — an estimated $798 sold.

IMA Advisory Services first reported a position in YGLD in Q1 2026 and held it in 1 quarter. The position peaked at $798 in Q1 2026. 16 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • IMA Advisory Services reported no remaining Simplify Gold Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • IMA Advisory Services sold 20 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $798.
  • IMA Advisory Services first reported a position in Simplify Gold Strategy ETF in Q1 2026 and held it in 1 quarter.
  • IMA Advisory Services's Simplify Gold Strategy ETF position peaked at $798 in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.