Welcome to our dedicated page for Simplify Gold Strategy PLUS Income ETF SEC filings (Ticker: YGLD), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Tracking a fund that blends physical gold exposure with an options-driven income overlay can be tricky: disclosures for Simplify Gold Strategy PLUS Income ETF (YGLD) are spread across prospectus updates, N-CSR shareholder reports, and the occasional 8-K material event. If you have ever typed “Simplify Gold Strategy PLUS Income ETF SEC filings explained simply” or wondered whether a quarterly earnings report 10-Q filing even exists for an ETF, you are in the right place.
Stock Titan pulls every YGLD document from EDGAR the moment it appears—whether it is an amended prospectus, the annual report often compared to a 10-K simplified, or a trustee’s Form 4 insider transactions real-time. Our AI-powered summaries highlight where the option premiums flow, how distribution yields are calculated, and which gold exposure metrics move net asset value. No more hunting for the option schedule buried deep in the notes.
- N-CSR & semi-annual reviews—see income breakdowns and portfolio holdings without skimming 200+ pages.
- 8-K material events explained—instant alerts when strategy tweaks or dividend changes are filed.
- Proxy statement executive compensation—understand trustee fees and oversight costs.
- Insider trading Form 4 transactions—track any executive stock transactions Form 4 for YGLD’s adviser.
Use these insights to compare distribution yields, monitor gold allocation shifts, or answer questions like “How does YGLD generate income?” and “What option strategies are disclosed this quarter?” With AI summaries, expert commentary, and real-time filing feeds, understanding Simplify Gold Strategy PLUS Income ETF SEC documents with AI becomes straightforward—helping you act on the data instead of searching for it.
Simplify Gold Strategy PLUS Income ETF (YGLD) certified shareholder report extracts show portfolio composition, derivatives exposure and disclosures as of June 30, 2025. The filing lists top positions across multiple synthetic and commodity baskets and reports total investments representing essentially the Fund's net assets (percentages near 100%). It discloses open futures and swap positions, with the Fund paying fixed rates and receiving floating rates on certain swaps. The report shows collateral pledged: securities totaling $32,480,600 pledged for options and futures and $59,738,410 pledged for reverse repurchase agreements. Aggregate fees for professional tax services to the principal accountant were $124,000 for 2024 and $163,000 for 2025. Several foreign currency and commodity baskets and their top-50 constituent exposures and market values are presented, and the 7-day yield is reported for cash equivalents. Contact information and a fund resource link are provided for additional information.