Skip to content

YGLD SIMPLIFY EXCHANGE TRADED FUN

Follow

GOLD STRATEGY ET (fund)

8 managers (8 13F filers) reported a position in YGLD shares at 2025-03-31, 193,769 shares in all. 5 filers opened a position and 1 filer sold out during the quarter.

Managers
8
13F filers
8
New
5
Added
1
Reduced
1
Sold out
1
Shares held by filers
193,769

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, Q1 2025

Filers in the available 13F reports with a share position at 2025-03-31, 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, LLC62,704$1.82M1.42%new13F-HR/ATimeline
OLD MISSION CAPITAL LLC39,579$1.15M0.02%new13F-HRTimeline
Park Edge Advisors, LLC38,880$1.13M0.31%new13F-HRTimeline
NAPA WEALTH MANAGEMENT24,889$722K0.41%+1,44613F-HRTimeline
JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC20,286$588K<0.01%-4,41513F-HR/ATimelineGroup
Cambridge Advisors Inc.7,164$208K0.05%new13F-HRTimeline
UBS Group AGin group UBS Group AG267$7.74K<0.01%new13F-HRTimelineGroup
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.