Osaic Holdings’s Simplify Gold Strategy ETF YGLD Stock Holding History

Osaic Holdings’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 Q3	$6.12K	Buy	+200	New	+$6.75K	﹤0.01%	6862

Other funds holding YGLD

Authentikos Wealth Advisory Morgan Hill, California $159M AUM 16.78% 1-Year Est. Return

Holcombe Financial Atlanta, Georgia $181M AUM 9.95% 1-Year Est. Return

Partners Wealth Management Carmel By The Sea, California $961M AUM 24.89% 1-Year Est. Return

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

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

Luminist Capital Grand Rapids, Michigan $100M AUM 11.84% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Osaic Holdings's YGLD Position: Q3 2026 in Review

Osaic Holdings opened a new position in Simplify Gold Strategy ETF (YGLD) in Q3 2026: 200 shares worth $6.12K. The stake represents ﹤0.01% of the portfolio and ranks #6862 among its holdings.

13 funds tracked by Wall St. Rank hold YGLD as of Q3 2026.

Osaic Holdings held 200 shares of Simplify Gold Strategy ETF worth $6.12K as of Q3 2026.
Simplify Gold Strategy ETF was a new Osaic Holdings position in Q3 2026.
Simplify Gold Strategy ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #6862 holding.
13 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.