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
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

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
JMBA
J. M. Brown & Associates Tulsa, Oklahoma $175M AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 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.