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

Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return

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

Old Mission Capital Chicago, Illinois $6.31B AUM 20.8% 1-Year Est. Return

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

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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.