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
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 $148M AUM 9.86% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s YGLD Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) reduced its Simplify Gold Strategy ETF (YGLD) stake by 26% in Q1 2026, selling an estimated $889K and leaving 53,320 shares worth $2.13M. The position accounts for 1.06% of the portfolio, ranked #17.

Legacy Wealth Management (Idaho) first reported a position in YGLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $3.95M in Q3 2025. 14 funds tracked by Wall St. Rank hold YGLD as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 53,320 shares of Simplify Gold Strategy ETF worth $2.13M as of Q1 2026.
  • Legacy Wealth Management (Idaho) sold 18,691 Simplify Gold Strategy ETF shares in Q1 2026, an estimated $889K.
  • Simplify Gold Strategy ETF made up 1.06% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #17 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Simplify Gold Strategy ETF in Q3 2025 and has held it in 3 quarters since.
  • Legacy Wealth Management (Idaho)'s Simplify Gold Strategy ETF position peaked at $3.95M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.