CA
YGLD

Cambridge Advisors’s Simplify Gold Strategy ETF YGLD Stock Holding History

Cambridge Advisors’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 		$507K Buy
16,104
+949
+6% +$36K 0.09% 125
2026
Q1 		$605K Buy
15,155
+3,515
+30% +$167K 0.12% 112
2025
Q4 		$485K Buy
11,640
+2,216
+24% +$96K 0.09% 122
2025
Q3 		$381K Buy
9,424
+651
+7% +$23.4K 0.07% 136
2025
Q2 		$301K Buy
8,773
+1,609
+22% +$54.5K 0.06% 146
2025
Q1 		$208K Buy
+7,164
New +$192K 0.05% 172

Other funds holding YGLD

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
JMBAI
J. M. Brown & Associates Inc. Tulsa, Oklahoma $175M AUM
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Cambridge Advisors's YGLD Position: Q2 2026 in Review

Cambridge Advisors increased its Simplify Gold Strategy ETF (YGLD) stake by 6.3% in Q2 2026, buying an estimated $36K and bringing the position to 16,104 shares worth $507K. The position accounts for 0.09% of the portfolio, ranked #125.

Cambridge Advisors first reported a position in YGLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $605K in Q1 2026. 9 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • Cambridge Advisors held 16,104 shares of Simplify Gold Strategy ETF worth $507K as of Q2 2026.
  • Cambridge Advisors bought 949 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $36K.
  • Simplify Gold Strategy ETF made up 0.09% of Cambridge Advisors's portfolio in Q2 2026, its #125 holding.
  • Cambridge Advisors first reported a position in Simplify Gold Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Cambridge Advisors's Simplify Gold Strategy ETF position peaked at $605K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Cambridge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.