SAG
YGLD

SageView Advisory Group’s Simplify Gold Strategy ETF YGLD Stock Holding History

SageView Advisory Group’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
Q1 		– Sell
-29
Closed -$1.21K – 2568
2025
Q4 		$1.21K Buy
+29
New +$1.26K ﹤0.01% 2334

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
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
HF
Holcombe Financial Atlanta, Georgia $177M AUM 13.35% 1-Year Est. Return
RFA
Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
QCM
Quantinno Capital Management New York $83.3B AUM 37.97% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $89M AUM 17.66% 1-Year Est. Return

SageView Advisory Group's YGLD Position: Q1 2026 in Review

SageView Advisory Group sold out of Simplify Gold Strategy ETF (YGLD) in Q1 2026, closing a stake of 29 shares — an estimated $1.21K sold.

SageView Advisory Group first reported a position in YGLD in Q4 2025 and held it in 1 quarter. The position peaked at $1.21K in Q4 2025. 14 funds tracked by Wall St. Rank hold YGLD as of Q1 2026.

  • SageView Advisory Group reported no remaining Simplify Gold Strategy ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 29 Simplify Gold Strategy ETF shares in Q1 2026, an estimated $1.21K.
  • SageView Advisory Group first reported a position in Simplify Gold Strategy ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's Simplify Gold Strategy ETF position peaked at $1.21K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.