Signals

YGLD

22 in-universe funds with a nonzero position in YGLD within the trailing 4 quarters, as of 2026Q2

Flow ranking

Rank#23686
Score / z0.000 / -0.02
Consensus5.96 over 10 funds
Momentumnot computed

Price & positioning

226 cached closes, trailing year
Drawdownnot computed
Short interestnot computed

Forensics

No XBRL fundamentals on file for this issuer — either not backfilled yet, or a financial/REIT excluded from these ratios. Not the same as clean.

Insider

No Form 4 activity on file for this ticker.

8-K events

No 8-K activity on file for this ticker.

Ownership

No ownership or capital-structure filings on file for this ticker.

LLM reads

Ticker Eval hasn't reached this ticker yet. It's gated to the top of the ranking, so this is an ordering artefact, not a judgement.
Quarter
Fund AUM ($M)
Fund Positions
Quarters Held

Fund holders

Fund Quality Q Positions Value ($M) % of Fund AUM Qtrs Held Δ 1Q Δ 2Q Δ 3Q Δ 4Q
Authentikos Wealth Advisory, LLC CIK 0001967054 0.172 72 2.6 1.7% 5 -0.2 pp -0.2 pp -0.4 pp -0.5 pp
Legacy Wealth Managment, LLC/ID CIK 0002045082 0.046 193 1.1 0.4% 4 -0.6 pp -1.0 pp -1.4 pp +0.4 pp
RFG Advisory, LLC CIK 0001633387 0.783 1103 1.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Park Edge Advisors, LLC CIK 0001965659 0.444 149 0.9 0.2% 5 -0.2 pp -0.2 pp -0.2 pp -0.2 pp
Holcombe Financial, Inc. CIK 0002056177 0.687 51 0.7 0.4% 2 -0.1 pp +0.4 pp +0.4 pp +0.4 pp
Cambridge Advisors Inc. CIK 0001633695 0.651 183 0.5 0.1% 5 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
BANK OF AMERICA CORP /DE/ (BAC, BAC-PB, BAC-PE, BAC-PK, BAC-PL, BAC-PM, BAC-PN, BAC-PO, BAC-PP, BAC-PQ, BAC-PS, BML-PG, BML-PL) CIK 0000070858 0.982 5665 0.2 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Luminist Capital LLC CIK 0001807270 0.130 418 0.2 0.2% 4 -0.0 pp -0.0 pp +0.1 pp +0.2 pp
MATHER GROUP, LLC. CIK 0001527641 0.713 1894 0.1 0.0% 2 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Farther Finance Advisors, LLC CIK 0001992825 0.726 5946 0.0 0.0% 2 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
Steward Partners Investment Advisory, LLC CIK 0001723397 0.655 4656 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
IFP Advisors, Inc CIK 0001641866 0.492 5147 0.0 0.0% 1 +0.0 pp +0.0 pp +0.0 pp +0.0 pp
Encompass More Asset Management CIK 0002011218 0.126 270 0.0 0.0% 0 +0.0 pp +0.0 pp -0.1 pp +0.0 pp
WFA of San Diego, LLC CIK 0001821407 0.186 94 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
JANE STREET GROUP, LLC CIK 0001595888 0.450 5522 0.0 0.0% 0 -0.0 pp -0.0 pp +0.0 pp +0.0 pp
PARTNERS WEALTH MANAGEMENT, LLC CIK 0002054714 0.208 108 0.0 0.0% 0 +0.0 pp +0.0 pp -0.3 pp +0.0 pp
PRINCIPAL SECURITIES, INC. CIK 0000012600 0.641 1539 0.0 0.0% 0 +0.0 pp +0.0 pp -0.0 pp -0.0 pp
Quantinno Capital Management LP CIK 0001759654 0.879 3419 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
IMA Advisory Services, Inc. CIK 0001455495 0.141 1384 0.0 0.0% 0 -0.0 pp +0.0 pp +0.0 pp +0.0 pp
SageView Advisory Group, LLC CIK 0001914558 0.814 615 0.0 0.0% 0 +0.0 pp -0.0 pp +0.0 pp +0.0 pp
Reyes Financial Architecture, Inc. CIK 0002047201 0.000 317 0.0 0.0% 0 -0.6 pp -0.6 pp +0.0 pp +0.0 pp
UBS Group AG (UBS) CIK 0001610520 0.954 9044 0.0 0.0% 0 +0.0 pp +0.0 pp +0.0 pp -0.0 pp
Value and % of AUM are this fund's own disclosed long-equity book (13F does not report true firm AUM). Positions is the fund's total position count (all tickers, not just YGLD). Qtrs Held counts distinct quarters this fund has actually held YGLD (weight > 0), across every period we've rescored. Fund AUM and Positions filters apply to the fund's whole book, not its YGLD position size. Δ columns are the percentage-point change in YGLD's weight within each fund's book vs. the trailing 1/2/3/4 quarters (2026Q1 / 2025Q4 / 2025Q3 / 2025Q2) — a fund not yet holding it that far back is treated as 0%. Only in-universe (quality-scored) funds are shown, matching the Signals-tab methodology.
Long US-equity 13F disclosures only · up to 45-day reporting lag · sells = reduce/avoid, not short. JSON: /api/signals · /api/funds · /api/status