NWM
YGLD

Napa Wealth Management’s Simplify Gold Strategy ETF YGLD Stock Holding History

Napa Wealth Management’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
2025
Q2 		– Sell
-24,889
Closed -$722K – 195
2025
Q1 		$722K Buy
24,889
+1,446
+6% +$38.9K 0.41% 63
2024
Q4 		$562K Buy
+23,443
New +$576K 0.24% 118

Other funds holding YGLD

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Napa Wealth Management's YGLD Position: Q2 2025 in Review

Napa Wealth Management sold out of Simplify Gold Strategy ETF (YGLD) in Q2 2025, closing a stake of 24,889 shares — an estimated $722K sold.

Napa Wealth Management first reported a position in YGLD in Q4 2024 and held it in 2 quarters. The position peaked at $722K in Q1 2025. 6 funds tracked by Wall St. Rank hold YGLD as of Q2 2025.

  • Napa Wealth Management reported no remaining Simplify Gold Strategy ETF position as of Q2 2025 after selling out during the quarter.
  • Napa Wealth Management sold 24,889 Simplify Gold Strategy ETF shares in Q2 2025, an estimated $722K.
  • Napa Wealth Management first reported a position in Simplify Gold Strategy ETF in Q4 2024 and held it in 2 quarters.
  • Napa Wealth Management's Simplify Gold Strategy ETF position peaked at $722K in Q1 2025.
  • 6 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2025.

Based on Napa Wealth Management's 13F filing for Q2 2025, filed 14 Aug 2025.