YGLD SIMPLIFY EXCHANGE TRADED FUN
FollowGOLD STRATEGY ET (fund)
7 managers (7 13F filers) reported a position in YGLD shares at 2025-06-30, 161,479 shares in all. 1 filer opened a position and 2 filers sold out during the quarter.
- Managers
- 7
- 13F filers
- 7
- New
- 1
- Added
- 3
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 161,479
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 2025
Filers in the available 13F reports with a share position at 2025-06-30, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | 86,615 | $2.98M | 2.07% | +23,911 | 13F-HR/ATimeline |
| Park Edge Advisors, LLC | 38,031 | $1.31M | 0.34% | -849 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 21,065 | $724K | 0.02% | -18,514 | 13F-HRTimeline |
| Cambridge Advisors Inc. | 8,773 | $301K | 0.06% | +1,609 | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 5,037 | $173K | <0.01% | new | 13F-HRTimelineGroup |
| UBS Group AGin group UBS Group AG | 1,958 | $67.3K | <0.01% | +1,691 | 13F-HRTimelineGroup |
| CONCOURSE FINANCIAL GROUP SECURITIES, I… | 0 | $0 | 0 | 13F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios. |