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
2025 Q4	$1.21K	Buy	+29	New	+$1.26K	﹤0.01%	2334

Other funds holding YGLD

Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return

Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return

Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return

Reyes Financial Architecture San Diego, California $179M AUM 31.17% 1-Year Est. Return

Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return

Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

WFA of San Diego San Diego, California $125M AUM 17.62% 1-Year Est. Return

SageView Advisory Group's YGLD Position: Q4 2025 in Review

SageView Advisory Group opened a new position in Simplify Gold Strategy ETF (YGLD) in Q4 2025: 29 shares worth $1.21K. The stake represents ﹤0.01% of the portfolio and ranks #2334 among its holdings.

10 funds tracked by Wall St. Rank hold YGLD as of Q4 2025.

SageView Advisory Group held 29 shares of Simplify Gold Strategy ETF worth $1.21K as of Q4 2025.
Simplify Gold Strategy ETF was a new SageView Advisory Group position in Q4 2025.
Simplify Gold Strategy ETF made up ﹤0.01% of SageView Advisory Group's portfolio in Q4 2025, its #2334 holding.
10 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.