YGLD SIMPLIFY EXCHANGE TRADED FUN
FollowGOLD STRATEGY ET (fund)
8 managers (8 13F filers) reported a position in YGLD shares at 2025-09-30, 253,885 shares in all. 4 filers opened a position and 2 filers sold out during the quarter.
- Managers
- 8
- 13F filers
- 8
- New
- 4
- Added
- 2
- Reduced
- 2
- Sold out
- 2
- Shares held by filers
- 253,885
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, Q3 2025
Filers in the available 13F reports with a share position at 2025-09-30, 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 |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/… | 97,836 | $3.95M | 1.79% | new | 13F-HRTimelineGroup |
| Authentikos Wealth Advisory, LLC | 78,708 | $3.18M | 2.1% | -7,907 | 13F-HR/ATimeline |
| Park Edge Advisors, LLC | 40,485 | $1.64M | 0.38% | +2,454 | 13F-HRTimeline |
| Encompass More Asset Management | 12,290 | $497K | 0.1% | new | 13F-HRTimeline |
| Cambridge Advisors Inc. | 9,424 | $381K | 0.07% | +651 | 13F-HRTimeline |
| PARTNERS WEALTH MANAGEMENT, LLC | 6,856 | $277K | 0.27% | new | 13F-HRTimeline |
| PRINCIPAL SECURITIES, INC.in group PRINCIPAL FINANCIAL GROUP INC | 4,862 | $197K | <0.01% | -175 | 13F-HRTimelineGroup |
| Luminist Capital LLC | 3,424 | $139K | 0.12% | new | 13F-HRTimeline |