IMA Advisory Services
YGLD icon

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

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RFG Advisory
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Park Edge Advisors
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Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 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
Luminist Capital
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.