Simplify Gold Strategy ETFYGLDETF
13F holders, Q2 2025 (June 30)6holders −1
1new positions
2sold out
$34.36avg. 13F price*
At the end of Q2 2025, 6 institutions reported holding Simplify Gold Strategy ETF (YGLD) in their 13F filings, down 1 from Q1 2025. 1 opened new positions and 2 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($3.0M), Park Edge Advisors, LLC ($1.3M) and Old Mission Capital LLC ($724K).
- Company
- Simplify Gold Strategy ETF
- CUSIP
- 82889N426
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 1 | $173K |
| Exits | 2 | $1.3M |
All 13F filers, Q1 2025 → Q2 2025: 32,248 shares bought and 64,538 shares sold, net −32,290 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 6 holders
| Authentikos Wealth Advisory, LLC | 2.07% | Add +38.1% | 86,615 | $3.0M |
| Park Edge Advisors, LLC | 0.34% | Reduce -2.2% | 38,031 | $1.3M |
| Old Mission Capital LLC | 0.02% | Reduce -46.8% | 21,065 | $724K |
| Cambridge Advisors Inc. | 0.06% | Add +22.5% | 8,773 | $301K |
| Principal Securities, Inc. | 0.00% | New | 5,037 | $173K |
| UBS Group AG | 0.00% | Add +633.3% | 1,958 | $67K |
"% of holder's portfolio" is YGLD's weight in each manager's 13F, not the share of Simplify Gold Strategy ETF the manager owns.