Skip to content

YGLD SIMPLIFY EXCHANGE TRADED FUN

Follow

GOLD STRATEGY ET (fund)

16 managers (16 13F filers) reported a position in YGLD shares at 2026-06-30, 256,667 shares in all. 5 filers opened a position and 4 filers sold out during the quarter.

Managers
16
13F filers
16
New
5
Added
5
Reduced
4
Sold out
4
Shares held by filers
256,667

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Authentikos Wealth Advisory, LLC82,774$2.6M1.66%+14,13813F-HRTimeline
Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/…33,435$1.05M0.43%-19,88513F-HRTimelineGroup
RFG Advisory, LLC32,378$1.02M0.02%new13F-HRTimeline
Park Edge Advisors, LLC27,555$867K0.18%-9,30213F-HRTimeline
Holcombe Financial, Inc.22,276$701K0.4%+1,09613F-HRTimeline
OLD MISSION CAPITAL LLC19,143$602K0.02%-16,68713F-HRTimeline
Cambridge Advisors Inc.16,104$507K0.09%+94913F-HRTimeline
J. M. Brown & Associates Inc.7,432$234K0.13%13F-HRTimeline
BANK OF AMERICA CORP /DE/in group BANK OF AMERICA CORP /DE/6,626$208K<0.01%new13F-HRTimelineGroup
Luminist Capital LLC5,117$161K0.18%+1,01113F-HRTimeline
MATHER GROUP, LLC.1,996$62.8K<0.01%+1,68213F-HRTimeline
Farther Finance Advisors, LLC1,500$47.2K<0.01%013F-HRTimeline
Reyes Financial Architecture, Inc.234$7.36K<0.01%-17,27313F-HRTimeline
Steward Partners Investment Advisory, L…65$2.04K<0.01%new13F-HRTimeline
JPMORGAN CHASE & COin group JPMORGAN CHASE & CO16$503<0.01%new13F-HRTimelineGroup
IFP Advisors, Inc16$503<0.01%new13F-HRTimeline