Simplify Gold Strategy ETFYGLDETF
13F holders, Q1 2026 (March 31)14holders +4
5new positions
1sold out
$39.94avg. 13F price*
At the end of Q1 2026, 14 institutions reported holding Simplify Gold Strategy ETF (YGLD) in their 13F filings, up 4 from Q4 2025. 5 opened new positions and 1 sold out. The largest holders were Authentikos Wealth Advisory, LLC ($2.7M), Legacy Wealth Managment, LLC ($2.1M) and Park Edge Advisors, LLC ($1.5M).
- Company
- Simplify Gold Strategy ETF
- CUSIP
- 82889N426
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2025 → Q1 2026
| Institutions | Total Value | |
|---|---|---|
| New Positions | 5 | $1.2M |
| Exits | 1 | $1K |
All 13F filers, Q4 2025 → Q1 2026: 70,424 shares bought and 23,522 shares sold, net +46,902 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 14 holders
| Authentikos Wealth Advisory, LLC | 1.85% | Add +2.3% | 68,636 | $2.7M |
| Legacy Wealth Managment, LLC | 1.06% | Reduce -26.0% | 53,320 | $2.1M |
| Park Edge Advisors, LLC | 0.34% | Reduce -1.4% | 36,857 | $1.5M |
| Old Mission Capital LLC | 0.03% | Add +245.0% | 35,830 | $1.4M |
| Holcombe Financial, Inc. | 0.50% | New | 21,180 | $846K |
| Reyes Financial Architecture, Inc. | 0.57% | Reduce -19.6% | 17,507 | $699K |
| Jane Street Group, LLC | 0.00% | Add +155.4% | 16,038 | $640K |
| Cambridge Advisors Inc. | 0.12% | Add +30.2% | 15,155 | $605K |
| Quantinno Capital Management LP | 0.00% | New | 6,698 | $267K |
| Luminist Capital LLC | 0.22% | Add +11.5% | 4,106 | $164K |
| Farther Finance Advisors, LLC | 0.00% | New | 1,500 | $62K |
| Mather Group, Llc. | 0.00% | New | 314 | $13K |
| IMA Advisory Services, Inc. | 0.00% | New | 20 | $798 |
| WFA of San Diego, LLC | 0.00% | Reduce -71.4% | 10 | $399 |
"% of holder's portfolio" is YGLD's weight in each manager's 13F, not the share of Simplify Gold Strategy ETF the manager owns.