Who owns YGLD?
Simplify Gold Strategy ETF · Simplify
16 institutions reported holding YGLD, worth $8.1M, in Form 13F filings for June 30, 2026.
Top 10 institutional holders of YGLD
| Firm | Location | Value | Shares | Change |
|---|---|---|---|---|
| Authentikos Wealth Advisory, LLC | Morgan Hill, CA | $2.6M | 82,774 | +14,138 shares |
| Legacy Wealth Managment, LLC | Boise, ID | $1.1M | 33,435 | −19,885 shares |
| RFG Advisory, LLC | Birmingham, AL | $1.0M | 32,378 | New position |
| Park Edge Advisors, LLC | Cleveland, OH | $867K | 27,555 | −9,302 shares |
| Holcombe Financial, Inc. | Atlanta, GA | $701K | 22,276 | +1,096 shares |
| Old Mission Capital LLC | Chicago, IL | $602K | 19,143 | −16,687 shares |
| Cambridge Advisors Inc. | Omaha, NE | $507K | 16,104 | +949 shares |
| J. M. Brown & Associates Inc. | Tulsa, OK | $234K | 7,432 | New position |
| Bank of America Corp. | Charlotte, NC | $208K | 6,626 | New position |
| Luminist Capital LLC | Grand Rapids, MI | $161K | 5,117 | +1,011 shares |
From SEC Form 13F, for managers with $100M+ in US securities. Change compares June 30, 2026 with March 31, 2026. “New position” means no holding in the prior filing we have.
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Frequently asked questions
Who owns YGLD?
16 institutional managers reported holding YGLD in Form 13F filings for June 30, 2026, worth $8.1M in total. The largest reported position was held by Authentikos Wealth Advisory, LLC, at $2.6M.
Did institutions buy or sell YGLD last quarter?
Reported 13F value fell 27.1% from March 31, 2026, which includes price moves as well as buying and selling. 6 firms reported a new position and 4 sold all of theirs.
What is a Form 13F?
A quarterly report filed with the SEC by institutional investment managers with $100 million or more in qualifying US securities. It lists their long positions at quarter end. It doesn't cover retail investors, cash, short positions, or managers under the threshold, so it shows part of a fund's ownership, not all of it.
How often is YGLD ownership data updated?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November. Positions can be up to about four and a half months old by the time a new set arrives.