Who Owns YGLD?
Simplify Gold Strategy PLUS Income ETF — Institutional Ownership & 13F Holdings
$40.04
-0.82 (-2.01%)
Market Cap
$51.6M
Shares Outstanding
1,025,081
Institutional Holders
7
Total Inst. Value
$4.4M
% of Float Held
—
QoQ Holder Change
—
Institutional data as of Q1 2025
Top 10 Institutional Holders(Q1 2025)
| # | Fund | Value | Shares |
|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | $1.8M | 60,432 |
| 2 | Park Edge Advisors, LLC | $1.1M | 38,880 |
| 3 | NAPA WEALTH MANAGEMENT | $722K | 24,889 |
| 4 | JANE STREET GROUP, LLC | $588K | 20,286 |
| 5 | Cambridge Advisors Inc. | $208K | 7,164 |
| 6 | UBS Group AG | $8K | 267 |
| 7 | OLD MISSION CAPITAL LLC | $1K | 39,579 |
Biggest Buyers & Sellers This Quarter
Top Buyers
| Fund | Shares Added | Value |
|---|---|---|
| NAPA WEALTH MANAGEMENT | +1K | $722K |
Top Sellers
| Fund | Shares Removed | Value |
|---|---|---|
| JANE STREET GROUP, LLC | -4K | $588K |
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Frequently Asked Questions
How many institutional investors hold YGLD?
As of Q1 2025, 7 institutional investors report holding YGLD (Simplify Gold Strategy PLUS Income ETF) in their 13F filings.
Which hedge fund owns the most YGLD?
The largest institutional holder of YGLD is Authentikos Wealth Advisory, LLC with $1.8M in shares.
Are institutions buying or selling YGLD?
This quarter, 5 institutions opened new positions in YGLD and 2 closed their positions.
What is 13F institutional ownership?
SEC Form 13F is a quarterly report filed by institutional investment managers with over $100M in qualifying assets. It discloses their US equity holdings, providing transparency into what the largest investors are buying and selling.
How often is institutional ownership data updated?
13F filings are due 45 days after each calendar quarter end (May 15, Aug 14, Nov 14, Feb 14). Data is updated on HedgeTrace as new filings are processed.