Simplify Gold Strategy ETFYGLDETF
13F holders, Q1 2025 (March 31)7holders +4
5new positions
1sold out
$29.00avg. 13F price*
At the end of Q1 2025, 7 institutions reported holding Simplify Gold Strategy ETF (YGLD) in their 13F filings, up 4 from Q4 2024. 5 opened new positions and 1 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($1.8M), Old Mission Capital LLC ($1.1M) and Park Edge Advisors, LLC ($1.1M).
- Company
- Simplify Gold Strategy ETF
- CUSIP
- 82889N426
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $4.3M |
| Exits | 1 | $327K |
All 13F filers, Q4 2024 → Q1 2025: 150,040 shares bought and 18,171 shares sold, net +131,869 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 7 holders
| Authentikos Wealth Advisory, LLC | 1.42% | New | 62,704 | $1.8M |
| Old Mission Capital LLC | 0.02% | New | 39,579 | $1.1M |
| Park Edge Advisors, LLC | 0.31% | New | 38,880 | $1.1M |
| Napa Wealth Management | 0.41% | Add +6.2% | 24,889 | $722K |
| Jane Street Group, LLC | 0.00% | Reduce -17.9% | 20,286 | $588K |
| Cambridge Advisors Inc. | 0.05% | New | 7,164 | $208K |
| UBS Group AG | 0.00% | New | 267 | $8K |
"% of holder's portfolio" is YGLD's weight in each manager's 13F, not the share of Simplify Gold Strategy ETF the manager owns.