AWA
YGLD

Authentikos Wealth Advisory’s Simplify Gold Strategy ETF YGLD Stock Holding History

Authentikos Wealth Advisory’s Portfolio YGLD Stock Details YGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.74M Buy
68,636
+1,572
+2% +$74.7K 1.85% 16
2025
Q4 		$2.79M Sell
67,064
-11,644
-15% -$505K 1.85% 19
2025
Q3 		$3.18M Sell
78,708
-7,907
-9% -$284K 2.1% 16
2025
Q2 		$2.98M Buy
86,615
+23,911
+38% +$811K 2.07% 16
2025
Q1 		$1.82M Buy
+62,704
New +$1.68M 1.42% 24

Other funds holding YGLD

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Authentikos Wealth Advisory's YGLD Position: Q1 2026 in Review

Authentikos Wealth Advisory increased its Simplify Gold Strategy ETF (YGLD) stake by 2.3% in Q1 2026, buying an estimated $74.7K and bringing the position to 68,636 shares worth $2.74M. The position accounts for 1.85% of the portfolio, ranked #16.

Authentikos Wealth Advisory first reported a position in YGLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $3.18M in Q3 2025. 14 funds tracked by Wall St. Rank hold YGLD as of Q1 2026.

  • Authentikos Wealth Advisory held 68,636 shares of Simplify Gold Strategy ETF worth $2.74M as of Q1 2026.
  • Authentikos Wealth Advisory bought 1,572 Simplify Gold Strategy ETF shares in Q1 2026, an estimated $74.7K.
  • Simplify Gold Strategy ETF made up 1.85% of Authentikos Wealth Advisory's portfolio in Q1 2026, its #16 holding.
  • Authentikos Wealth Advisory first reported a position in Simplify Gold Strategy ETF in Q1 2025 and has held it in 5 quarters since.
  • Authentikos Wealth Advisory's Simplify Gold Strategy ETF position peaked at $3.18M in Q3 2025.
  • 14 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q1 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2026, filed 7 May 2026.