PWM
YGLD

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

Partners 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
Q4 		– Sell
-6,856
Closed -$277K – 126
2025
Q3 		$277K Buy
+6,856
New +$246K 0.27% 97

Other funds holding YGLD

LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
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
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return
WOSD
WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return
SAG
SageView Advisory Group Newport Beach, California $2.96B AUM 15.81% 1-Year Est. Return

Partners Wealth Management's YGLD Position: Q4 2025 in Review

Partners Wealth Management sold out of Simplify Gold Strategy ETF (YGLD) in Q4 2025, closing a stake of 6,856 shares — an estimated $277K sold.

Partners Wealth Management first reported a position in YGLD in Q3 2025 and held it in 1 quarter. The position peaked at $277K in Q3 2025. 10 funds tracked by Wall St. Rank hold YGLD as of Q4 2025.

  • Partners Wealth Management reported no remaining Simplify Gold Strategy ETF position as of Q4 2025 after selling out during the quarter.
  • Partners Wealth Management sold 6,856 Simplify Gold Strategy ETF shares in Q4 2025, an estimated $277K.
  • Partners Wealth Management first reported a position in Simplify Gold Strategy ETF in Q3 2025 and held it in 1 quarter.
  • Partners Wealth Management's Simplify Gold Strategy ETF position peaked at $277K in Q3 2025.
  • 10 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q4 2025.

Based on Partners Wealth Management's 13F filing for Q4 2025, filed 20 Jan 2026.