LC
YGLD

Luminist Capital’s Simplify Gold Strategy ETF YGLD Stock Holding History

Luminist Capital’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 		$161K Buy
5,117
+1,011
+25% +$38.4K 0.18% 47
2026
Q1 		$164K Buy
4,106
+423
+11% +$20.1K 0.22% 42
2025
Q4 		$153K Buy
3,683
+259
+8% +$11.2K 0.19% 45
2025
Q3 		$139K Buy
+3,424
New +$123K 0.12% 75

Other funds holding YGLD

AWA
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Luminist Capital's YGLD Position: Q2 2026 in Review

Luminist Capital increased its Simplify Gold Strategy ETF (YGLD) stake by 25% in Q2 2026, buying an estimated $38.4K and bringing the position to 5,117 shares worth $161K. The position accounts for 0.18% of the portfolio, ranked #47.

Luminist Capital first reported a position in YGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $164K in Q1 2026. 16 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • Luminist Capital held 5,117 shares of Simplify Gold Strategy ETF worth $161K as of Q2 2026.
  • Luminist Capital bought 1,011 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $38.4K.
  • Simplify Gold Strategy ETF made up 0.18% of Luminist Capital's portfolio in Q2 2026, its #47 holding.
  • Luminist Capital first reported a position in Simplify Gold Strategy ETF in Q3 2025 and has held it in 4 quarters since.
  • Luminist Capital's Simplify Gold Strategy ETF position peaked at $164K in Q1 2026.
  • 16 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Luminist Capital's 13F filing for Q2 2026, filed 7 Aug 2026.