WOSD
YGLD

WFA of San Diego’s Simplify Gold Strategy ETF YGLD Stock Holding History

WFA of San Diego’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 		$399 Sell
10
-25
-71% -$1.19K ﹤0.01% 393
2025
Q4 		$1.46K Buy
+35
New +$1.52K ﹤0.01% 376

Other funds holding YGLD

AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 1-Year Est. Return
LWMI
Legacy Wealth Management (Idaho) Boise, Idaho $201M AUM 259.85% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 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 $777B AUM 61.18% 1-Year Est. Return
CA
Cambridge Advisors Omaha, Nebraska $582M AUM 19.14% 1-Year Est. Return
QCM
Quantinno Capital Management New York $59.9B AUM 28.07% 1-Year Est. Return
LC
Luminist Capital Grand Rapids, Michigan $75.3M AUM 17.66% 1-Year Est. Return

WFA of San Diego's YGLD Position: Q1 2026 in Review

WFA of San Diego reduced its Simplify Gold Strategy ETF (YGLD) stake by 71% in Q1 2026, selling an estimated $1.19K and leaving 10 shares worth $399. The position accounts for ﹤0.01% of the portfolio, ranked #393.

WFA of San Diego first reported a position in YGLD in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.46K in Q4 2025. 14 funds tracked by Wall St. Rank hold YGLD as of Q1 2026.

  • WFA of San Diego held 10 shares of Simplify Gold Strategy ETF worth $399 as of Q1 2026.
  • WFA of San Diego sold 25 Simplify Gold Strategy ETF shares in Q1 2026, an estimated $1.19K.
  • Simplify Gold Strategy ETF made up ﹤0.01% of WFA of San Diego's portfolio in Q1 2026, its #393 holding.
  • WFA of San Diego first reported a position in Simplify Gold Strategy ETF in Q4 2025 and has held it in 2 quarters since.
  • WFA of San Diego's Simplify Gold Strategy ETF position peaked at $1.46K in Q4 2025.
  • 14 funds tracked by Wall St. Rank held Simplify Gold Strategy ETF as of Q1 2026.

Based on WFA of San Diego's 13F filing for Q1 2026, filed 11 May 2026.