PEA
YGLD

Park Edge Advisors’s Simplify Gold Strategy ETF YGLD Stock Holding History

Park Edge Advisors’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 		$867K Sell
27,555
-9,302
-25% -$353K 0.18% 86
2026
Q1 		$1.47M Sell
36,857
-522
-1% -$24.8K 0.34% 58
2025
Q4 		$1.56M Sell
37,379
-3,106
-8% -$135K 0.35% 64
2025
Q3 		$1.64M Buy
40,485
+2,454
+6% +$88.2K 0.38% 53
2025
Q2 		$1.31M Sell
38,031
-849
-2% -$28.8K 0.34% 59
2025
Q1 		$1.13M Buy
+38,880
New +$1.04M 0.31% 54

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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Park Edge Advisors's YGLD Position: Q2 2026 in Review

Park Edge Advisors reduced its Simplify Gold Strategy ETF (YGLD) stake by 25% in Q2 2026, selling an estimated $353K and leaving 27,555 shares worth $867K. The position accounts for 0.18% of the portfolio, ranked #86.

Park Edge Advisors first reported a position in YGLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.64M in Q3 2025. 16 funds tracked by Wall St. Rank hold YGLD as of Q2 2026.

  • Park Edge Advisors held 27,555 shares of Simplify Gold Strategy ETF worth $867K as of Q2 2026.
  • Park Edge Advisors sold 9,302 Simplify Gold Strategy ETF shares in Q2 2026, an estimated $353K.
  • Simplify Gold Strategy ETF made up 0.18% of Park Edge Advisors's portfolio in Q2 2026, its #86 holding.
  • Park Edge Advisors first reported a position in Simplify Gold Strategy ETF in Q1 2025 and has held it in 6 quarters since.
  • Park Edge Advisors's Simplify Gold Strategy ETF position peaked at $1.64M in Q3 2025.
  • 16 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q2 2026.

Based on Park Edge Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.