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J. M. Brown & Associates’s Simplify Gold Strategy ETF YGLD Stock Holding History

J. M. Brown & Associates’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
Q3 		– Sell
-7,432
Closed -$234K – 194
2026
Q2 		$234K Buy
+7,432
New +$282K 0.13% 151

Other funds holding YGLD

Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return
Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Luminist Capital
Luminist Capital Grand Rapids, Michigan $100M AUM 11.84% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

J. M. Brown & Associates's YGLD Position: Q3 2026 in Review

J. M. Brown & Associates sold out of Simplify Gold Strategy ETF (YGLD) in Q3 2026, closing a stake of 7,432 shares — an estimated $234K sold.

J. M. Brown & Associates first reported a position in YGLD in Q2 2026 and held it in 1 quarter. The position peaked at $234K in Q2 2026. 13 funds tracked by Wall St. Rank hold YGLD as of Q3 2026.

  • J. M. Brown & Associates reported no remaining Simplify Gold Strategy ETF position as of Q3 2026 after selling out during the quarter.
  • J. M. Brown & Associates sold 7,432 Simplify Gold Strategy ETF shares in Q3 2026, an estimated $234K.
  • J. M. Brown & Associates first reported a position in Simplify Gold Strategy ETF in Q2 2026 and held it in 1 quarter.
  • J. M. Brown & Associates's Simplify Gold Strategy ETF position peaked at $234K in Q2 2026.
  • 13 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.