JMBAI
YGLD

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

J. M. Brown & Associates Inc.’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 		$234K Buy
+7,432
New +$282K 0.13% 151

Other funds holding YGLD

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
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

J. M. Brown & Associates Inc.'s YGLD Position: Q2 2026 in Review

J. M. Brown & Associates Inc. opened a new position in Simplify Gold Strategy ETF (YGLD) in Q2 2026: 7,432 shares worth $234K. The stake represents 0.13% of the portfolio and ranks #151 among its holdings.

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

  • J. M. Brown & Associates Inc. held 7,432 shares of Simplify Gold Strategy ETF worth $234K as of Q2 2026.
  • Simplify Gold Strategy ETF was a new J. M. Brown & Associates Inc. position in Q2 2026.
  • Simplify Gold Strategy ETF made up 0.13% of J. M. Brown & Associates Inc.'s portfolio in Q2 2026, its #151 holding.
  • 8 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on J. M. Brown & Associates Inc.'s 13F filing for Q2 2026, filed 23 Jul 2026.