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

IFP 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	$1.53K	Buy	50 +34	+213%	+$1.15K	﹤0.01%	4344
2026 Q2	$503	Buy	+16	New	+$608	﹤0.01%	4680

Other funds holding YGLD

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

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

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

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

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

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

IFP Advisors's YGLD Position: Q3 2026 in Review

IFP Advisors increased its Simplify Gold Strategy ETF (YGLD) stake by 213% in Q3 2026, buying an estimated $1.15K and bringing the position to 50 shares worth $1.53K. The position accounts for ﹤0.01% of the portfolio, ranked #4344.

IFP Advisors first reported a position in YGLD in Q2 2026 and has held it in 2 quarters since. 8 funds tracked by Wall St. Rank hold YGLD as of Q3 2026.

IFP Advisors held 50 shares of Simplify Gold Strategy ETF worth $1.53K as of Q3 2026.
IFP Advisors bought 34 Simplify Gold Strategy ETF shares in Q3 2026, an estimated $1.15K.
Simplify Gold Strategy ETF made up ﹤0.01% of IFP Advisors's portfolio in Q3 2026, its #4344 holding.
IFP Advisors first reported a position in Simplify Gold Strategy ETF in Q2 2026 and has held it in 2 quarters since.
8 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q3 2026.

Based on IFP Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.