Partners Wealth Management
YGLD icon

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

Legacy Wealth Management (Idaho)
Legacy Wealth Management (Idaho) Boise, Idaho $243M AUM 8.27% 1-Year Est. Return
Authentikos Wealth Advisory
Authentikos Wealth Advisory Morgan Hill, California $157M AUM 21.34% 1-Year Est. Return
Park Edge Advisors
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
Reyes Financial Architecture
Reyes Financial Architecture San Diego, California $162M AUM 20.04% 1-Year Est. Return
Cambridge Advisors
Cambridge Advisors Omaha, Nebraska $581M AUM 12.85% 1-Year Est. Return
Old Mission Capital
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Luminist Capital
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return
WFA of San Diego
WFA of San Diego San Diego, California $122M AUM 24.48% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 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.