MG
YGLD

Mather Group’s Simplify Gold Strategy ETF YGLD Stock Holding History

Mather Group’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 		$62.8K Buy
1,996
+1,682
+536% +$63.9K ﹤0.01% 1046
2026
Q1 		$12.5K Buy
+314
New +$14.9K ﹤0.01% 1389

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
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

Mather Group's YGLD Position: Q2 2026 in Review

Mather Group increased its Simplify Gold Strategy ETF (YGLD) stake by 536% in Q2 2026, buying an estimated $63.9K and bringing the position to 1,996 shares worth $62.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1046.

Mather Group first reported a position in YGLD in Q1 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • Mather Group held 1,996 shares of Simplify Gold Strategy ETF worth $62.8K as of Q2 2026.
  • Mather Group bought 1,682 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $63.9K.
  • Simplify Gold Strategy ETF made up ﹤0.01% of Mather Group's portfolio in Q2 2026, its #1046 holding.
  • Mather Group first reported a position in Simplify Gold Strategy ETF in Q1 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Mather Group's 13F filing for Q2 2026, filed 27 Jul 2026.