Simplify Gold Strategy ETFYGLDETF
13F holders, Q2 2026 (June 30)16holders +2
5new positions
4sold out
$31.46avg. 13F price*
At the end of Q2 2026, 16 institutions reported holding Simplify Gold Strategy ETF (YGLD) in their 13F filings, up 2 from Q1 2026. 5 opened new positions and 4 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($2.6M), Legacy Wealth Managment, LLC ($1.1M) and RFG Advisory, LLC ($1.0M).
- Company
- Simplify Gold Strategy ETF
- CUSIP
- 82889N426
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2026 → Q2 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 4 | $909K |
All 13F filers, Q1 2026 → Q2 2026: 57,977 shares bought and 85,913 shares sold, net −27,936 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 16 holders
| Authentikos Wealth Advisory, LLC | 1.66% | Add +20.6% | 82,774 | $2.6M |
| Legacy Wealth Managment, LLC | 0.43% | Reduce -37.3% | 33,435 | $1.1M |
| RFG Advisory, LLC | 0.02% | New | 32,378 | $1.0M |
| Park Edge Advisors, LLC | 0.18% | Reduce -25.2% | 27,555 | $867K |
| Holcombe Financial, Inc. | 0.40% | Add +5.2% | 22,276 | $701K |
| Old Mission Capital LLC | 0.02% | Reduce -46.6% | 19,143 | $602K |
| Cambridge Advisors Inc. | 0.09% | Add +6.3% | 16,104 | $507K |
| J. M. Brown & Associates Inc. | 0.13% | — | 7,432 | $234K |
| Bank of America Corp. | 0.00% | New | 6,626 | $208K |
| Luminist Capital LLC | 0.18% | Add +24.6% | 5,117 | $161K |
| Mather Group, Llc. | 0.00% | Add +535.7% | 1,996 | $63K |
| Farther Finance Advisors, LLC | 0.00% | No change | 1,500 | $47K |
| Reyes Financial Architecture, Inc. | 0.00% | Reduce -98.7% | 234 | $7K |
| Steward Partners Investment Advisory, LLC | 0.00% | New | 65 | $2K |
| JPMorgan Chase & Co. | 0.00% | New | 16 | $503 |
| IFP Advisors, Inc | 0.00% | New | 16 | $503 |
"% of holder's portfolio" is YGLD's weight in each manager's 13F, not the share of Simplify Gold Strategy ETF the manager owns.