SPIA
YGLD

Steward Partners Investment Advisory’s Simplify Gold Strategy ETF YGLD Stock Holding History

Steward Partners Investment Advisory’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 		$2.04K Buy
+65
New +$2.47K ﹤0.01% 4229

Other funds holding YGLD

AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 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
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

Steward Partners Investment Advisory's YGLD Position: Q2 2026 in Review

Steward Partners Investment Advisory opened a new position in Simplify Gold Strategy ETF (YGLD) in Q2 2026: 65 shares worth $2.04K. The stake represents ﹤0.01% of the portfolio and ranks #4229 among its holdings.

15 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • Steward Partners Investment Advisory held 65 shares of Simplify Gold Strategy ETF worth $2.04K as of Q2 2026.
  • Simplify Gold Strategy ETF was a new Steward Partners Investment Advisory position in Q2 2026.
  • Simplify Gold Strategy ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #4229 holding.
  • 15 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.