YGLD SIMPLIFY EXCHANGE TRADED FUN
FollowGOLD STRATEGY ET (fund)
10 managers (10 13F filers) reported a position in YGLD shares at 2025-12-31, 230,269 shares in all. 5 filers opened a position and 3 filers sold out during the quarter.
- Managers
- 10
- 13F filers
- 10
- New
- 5
- Added
- 2
- Reduced
- 3
- Sold out
- 3
- Shares held by filers
- 230,269
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, Q4 2025
Filers in the available 13F reports with a share position at 2025-12-31, 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.
| Holder | Shares | Value | % of portfolio | Change | Source |
|---|---|---|---|---|---|
| Legacy Wealth Managment, LLC/IDin group Legacy Wealth Managment, LLC/… | 72,011 | $3M | 1.44% | -25,825 | 13F-HRTimelineGroup |
| Authentikos Wealth Advisory, LLC | 67,064 | $2.79M | 1.85% | -11,644 | 13F-HRTimeline |
| Park Edge Advisors, LLC | 37,379 | $1.56M | 0.35% | -3,106 | 13F-HRTimeline |
| Reyes Financial Architecture, Inc. | 21,762 | $907K | 0.55% | new | 13F-HRTimeline |
| Cambridge Advisors Inc. | 11,640 | $485K | 0.09% | +2,216 | 13F-HRTimeline |
| OLD MISSION CAPITAL LLC | 10,386 | $433K | 0.02% | new | 13F-HRTimeline |
| JANE STREET GROUP, LLCin group JANE STREET GROUP, LLC | 6,280 | $262K | <0.01% | new | 13F-HRTimelineGroup |
| Luminist Capital LLC | 3,683 | $153K | 0.19% | +259 | 13F-HRTimeline |
| WFA of San Diego, LLC | 35 | $1.46K | <0.01% | new | 13F-HRTimeline |
| SageView Advisory Group, LLC | 29 | $1.21K | <0.01% | new | 13F-HRTimeline |