LWMM
GDXY

Legacy Wealth Management (Mississippi)’s YieldMax Gold Miners Option Income Strategy ETF GDXY Stock Holding History

Legacy Wealth Management (Mississippi)’s Portfolio GDXY Stock Details GDXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-14,355
Closed -$201K – 121
2026
Q1 		$201K Hold
14,355
– – 0.06% 104
2025
Q4 		$230K Buy
14,355
+3,968
+38% +$64.6K 0.06% 94
2025
Q3 		$183K Buy
+10,387
New +$163K 0.06% 94

Other funds holding GDXY

RA
RiverTree Advisors Winter Park, Florida $169M AUM 10.14% 1-Year Est. Return
SA
Sovran Advisors San Diego, California $1.34B AUM 21.63% 1-Year Est. Return
ZI
ZEGA Investments Palm Beach Gardens, Florida $973M AUM 27.27% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
Belvedere Trading
Belvedere Trading Chicago, Illinois $87.6B AUM 131.08% 1-Year Est. Return
FIA
FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
KPP
Kings Path Partners Sugar Land, Texas $376M AUM 19% 1-Year Est. Return
TCM
Triumph Capital Management Denver, Colorado $552M AUM 20.75% 1-Year Est. Return
S
SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s GDXY Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) sold out of YieldMax Gold Miners Option Income Strategy ETF (GDXY) in Q2 2026, closing a stake of 14,355 shares — an estimated $201K sold.

Legacy Wealth Management (Mississippi) first reported a position in GDXY in Q3 2025 and held it in 3 quarters. The position peaked at $230K in Q4 2025. 10 funds tracked by Wall St. Rank hold GDXY as of Q2 2026.

  • Legacy Wealth Management (Mississippi) reported no remaining YieldMax Gold Miners Option Income Strategy ETF position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Mississippi) sold 14,355 YieldMax Gold Miners Option Income Strategy ETF shares in Q2 2026, an estimated $201K.
  • Legacy Wealth Management (Mississippi) first reported a position in YieldMax Gold Miners Option Income Strategy ETF in Q3 2025 and held it in 3 quarters.
  • Legacy Wealth Management (Mississippi)'s YieldMax Gold Miners Option Income Strategy ETF position peaked at $230K in Q4 2025.
  • 10 funds tracked by Wall St. Rank held YieldMax Gold Miners Option Income Strategy ETF as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.