Simplify Gold Strategy ETFYGLDETF
13F holders, Q4 2025 (December 31)10holders +2
5new positions
3sold out
$41.66avg. 13F price*
At the end of Q4 2025, 10 institutions reported holding Simplify Gold Strategy ETF (YGLD) in their 13F filings, up 2 from Q3 2025. 5 opened new positions and 3 sold out. The largest holders were Legacy Wealth Managment, LLC ($3.0M), Authentikos Wealth Advisory, LLC ($2.8M) 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 Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.6M |
| Exits | 3 | $970K |
All 13F filers, Q3 2025 → Q4 2025: 40,967 shares bought and 64,583 shares sold, net −23,616 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 10 holders
| Legacy Wealth Managment, LLC | 1.44% | Reduce -26.4% | 72,011 | $3.0M |
| Authentikos Wealth Advisory, LLC | 1.85% | Reduce -14.8% | 67,064 | $2.8M |
| Park Edge Advisors, LLC | 0.35% | Reduce -7.7% | 37,379 | $1.6M |
| Reyes Financial Architecture, Inc. | 0.55% | New | 21,762 | $907K |
| Cambridge Advisors Inc. | 0.09% | Add +23.5% | 11,640 | $485K |
| Old Mission Capital LLC | 0.02% | New | 10,386 | $433K |
| Jane Street Group, LLC | 0.00% | New | 6,280 | $262K |
| Luminist Capital LLC | 0.19% | Add +7.6% | 3,683 | $153K |
| WFA of San Diego, LLC | 0.00% | New | 35 | $1K |
| SageView Advisory Group, LLC | 0.00% | New | 29 | $1K |
"% of holder's portfolio" is YGLD's weight in each manager's 13F, not the share of Simplify Gold Strategy ETF the manager owns.