UBS Group
YGLD

UBS Group’s Simplify Gold Strategy ETF YGLD Stock Holding History

UBS 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
Q3 		– Sell
-1,958
Closed -$67.3K – 11229
2025
Q2 		$67.3K Buy
1,958
+1,691
+633% +$57.3K ﹤0.01% 7538
2025
Q1 		$7.74K Buy
+267
New +$7.17K ﹤0.01% 8801

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
EMAM
Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
PWM
Partners Wealth Management Carmel By The Sea, California $102M AUM 23.71% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

UBS Group's YGLD Position: Q3 2025 in Review

UBS Group sold out of Simplify Gold Strategy ETF (YGLD) in Q3 2025, closing a stake of 1,958 shares — an estimated $67.3K sold.

UBS Group first reported a position in YGLD in Q1 2025 and held it in 2 quarters. The position peaked at $67.3K in Q2 2025. 8 funds tracked by Wall St. Rank hold YGLD as of Q3 2025.

  • UBS Group reported no remaining Simplify Gold Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • UBS Group sold 1,958 Simplify Gold Strategy ETF shares in Q3 2025, an estimated $67.3K.
  • UBS Group first reported a position in Simplify Gold Strategy ETF in Q1 2025 and held it in 2 quarters.
  • UBS Group's Simplify Gold Strategy ETF position peaked at $67.3K in Q2 2025.
  • 8 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q3 2025.

Based on UBS Group's 13F filing for Q3 2025, filed 13 Nov 2025.