LWMI
YGLD

Legacy Wealth Management (Idaho)’s Simplify Gold Strategy ETF YGLD Stock Holding History

Legacy Wealth Management (Idaho)’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 		$1.05M Sell
33,435
-19,885
-37% -$755K 0.43% 62
2026
Q1 		$2.13M Sell
53,320
-18,691
-26% -$889K 1.06% 17
2025
Q4 		$3M Sell
72,011
-25,825
-26% -$1.12M 1.44% 15
2025
Q3 		$3.95M Buy
+97,836
New +$3.52M 1.79% 11

Other funds holding YGLD

AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s YGLD Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Gold Strategy ETF (YGLD) stake by 37% in Q2 2026, selling an estimated $755K and leaving 33,435 shares worth $1.05M. The position accounts for 0.43% of the portfolio, ranked #62.

Legacy Wealth Management (Idaho) first reported a position in YGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.95M in Q3 2025. 16 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • Legacy Wealth Management (Idaho) held 33,435 shares of Simplify Gold Strategy ETF worth $1.05M as of Q2 2026.
  • Legacy Wealth Management (Idaho) sold 19,885 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $755K.
  • Simplify Gold Strategy ETF made up 0.43% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #62 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Gold Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Gold Strategy ETF position peaked at $3.95M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.