Simplify Gold Strategy ETFYGLDETF
13F holders, Q3 2025 (September 30)8holders +2
4new positions
2sold out
$40.42avg. 13F price*
At the end of Q3 2025, 8 institutions reported holding Simplify Gold Strategy ETF (YGLD) in their 13F filings, up 2 from Q2 2025. 4 opened new positions and 2 sold out. The largest holders were Legacy Wealth Managment, LLC ($4.0M), Authentikos Wealth Advisory, LLC ($3.2M) and Park Edge Advisors, LLC ($1.6M).
- Company
- Simplify Gold Strategy ETF
- CUSIP
- 82889N426
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 4 | $4.9M |
| Exits | 2 | $791K |
All 13F filers, Q2 2025 → Q3 2025: 123,511 shares bought and 31,105 shares sold, net +92,406 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 8 holders
| Legacy Wealth Managment, LLC | 1.79% | New | 97,836 | $4.0M |
| Authentikos Wealth Advisory, LLC | 2.10% | Reduce -9.1% | 78,708 | $3.2M |
| Park Edge Advisors, LLC | 0.38% | Add +6.5% | 40,485 | $1.6M |
| Encompass More Asset Management | 0.10% | New | 12,290 | $497K |
| Cambridge Advisors Inc. | 0.07% | Add +7.4% | 9,424 | $381K |
| Partners Wealth Management, LLC | 0.27% | New | 6,856 | $277K |
| Principal Securities, Inc. | 0.00% | Reduce -3.5% | 4,862 | $197K |
| Luminist Capital LLC | 0.12% | New | 3,424 | $139K |
"% of holder's portfolio" is YGLD's weight in each manager's 13F, not the share of Simplify Gold Strategy ETF the manager owns.