NWM
YGLD

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

Napa Wealth Management’s Portfolio YGLD Stock Details YGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-24,889
Closed -$722K – 195
2025
Q1 		$722K Buy
24,889
+1,446
+6% +$41.9K 0.41% 63
2024
Q4 		$562K Buy
+23,443
New +$562K 0.24% 118