Cambridge Advisors
YGLD icon

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
Q3 		$524K Buy
17,124
+1,020
+6% +$34.4K 0.09% 123
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

Holcombe Financial
Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return
Partners Wealth Management
Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $474M AUM 12.78% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
IFP Advisors
IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Cambridge Advisors's YGLD Position: Q3 2026 in Review

Cambridge Advisors increased its Simplify Gold Strategy ETF (YGLD) stake by 6.3% in Q3 2026, buying an estimated $34.4K and bringing the position to 17,124 shares worth $524K. The position accounts for 0.09% of the portfolio, ranked #123.

Cambridge Advisors first reported a position in YGLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $605K in Q1 2026. 8 funds tracked by Wall St. Rank hold YGLD as of Q3 2026.

  • Cambridge Advisors held 17,124 shares of Simplify Gold Strategy ETF worth $524K as of Q3 2026.
  • Cambridge Advisors bought 1,020 Simplify Gold Strategy ETF shares in Q3 2026, an estimated $34.4K.
  • Simplify Gold Strategy ETF made up 0.09% of Cambridge Advisors's portfolio in Q3 2026, its #123 holding.
  • Cambridge Advisors first reported a position in Simplify Gold Strategy ETF in Q1 2025 and has held it in 7 quarters since.
  • Cambridge Advisors's Simplify Gold Strategy ETF position peaked at $605K in Q1 2026.
  • 8 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q3 2026.

Based on Cambridge Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.