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 Q2	$2.6M	Buy	82,774 +14,138	+21%	+$537K	1.66%	16
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

Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return

RFG Advisory Birmingham, Alabama $7.09B AUM 12.79% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return

JMBA

J. M. Brown & Associates Tulsa, Oklahoma $175M AUM

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Authentikos Wealth Advisory's YGLD Position: Q2 2026 in Review

Authentikos Wealth Advisory increased its Simplify Gold Strategy ETF (YGLD) stake by 21% in Q2 2026, buying an estimated $537K and bringing the position to 82,774 shares worth $2.6M. The position accounts for 1.66% of the portfolio, ranked #16.

Authentikos Wealth Advisory first reported a position in YGLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $3.18M in Q3 2025. 16 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

Authentikos Wealth Advisory held 82,774 shares of Simplify Gold Strategy ETF worth $2.6M as of Q2 2026.
Authentikos Wealth Advisory bought 14,138 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $537K.
Simplify Gold Strategy ETF made up 1.66% of Authentikos Wealth Advisory's portfolio in Q2 2026, its #16 holding.
Authentikos Wealth Advisory first reported a position in Simplify Gold Strategy ETF in Q1 2025 and has held it in 6 quarters since.
Authentikos Wealth Advisory's Simplify Gold Strategy ETF position peaked at $3.18M in Q3 2025.
16 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Authentikos Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.