YGLD Institutional Ownership & Shareholders
SIMPLIFY GOLD STRATEGY ETF (YGLD) is currently held by 16 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $7.79M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Authentikos Wealth Advisory, Llc is currently the largest disclosed institutional shareholder of YGLD tracked by InsiderSet, reporting ownership valued at approximately $2.60M in its June 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $2.20M, representing an estimated loss of -15.34% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 98% of the total disclosed YGLD value among the investors covered in this analysis. Major shareholders include Authentikos Wealth Advisory, Llc, Legacy Wealth Managment, Llc/Id, Rfg Advisory, Llc, and several other long-term asset managers with concentrated positions in SIMPLIFY GOLD STRATEGY ETF (YGLD).
This page ranks the largest institutional YGLD shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
16
Total Reported Value
$7.79M
Largest Holder
Authentikos Wealth Advisory, Llc
Largest Position
$2.60M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
20
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Authentikos Wealth Advisory, Llc | 1.66% | 82,774 | $2,604,114 | $2,204,628 | -$399,486 | -15.34% | |
| Legacy Wealth Managment, Llc/Id | 0.43% | 33,435 | $1,051,868 | $890,518 | -$161,350 | -15.34% | |
| Rfg Advisory, Llc | 0.02% | 32,378 | $1,018,614 | $862,365 | -$156,249 | -15.34% | |
| Holcombe Financial, Inc. | 0.38% | 22,550 | $689,849 | $600,603 | -$89,246 | -12.94% | |
| Old Mission Capital Llc | 0.02% | 19,143 | $602,248 | $509,860 | -$92,388 | -15.34% | |
| Partners Wealth Management, Llc | 0.06% | 17,410 | $532,605 | $463,703 | -$68,902 | -12.94% | |
| Cambridge Advisors Inc. | 0.09% | 17,124 | $523,847 | $456,086 | -$67,761 | -12.94% | |
| Park Edge Advisors, Llc | 0.06% | 9,099 | $278,357 | $242,345 | -$36,012 | -12.94% | |
| Bank Of America Corp | 0.00% | 6,626 | $208,454 | $176,479 | -$31,975 | -15.34% | |
| Luminist Capital Llc | 0.18% | 5,117 | $160,991 | $136,288 | -$24,703 | -15.34% | |
| Mather Group, Llc. | 0.00% | 2,073 | $63,417 | $55,213 | -$8,204 | -12.94% | |
| Farther Finance Advisors, Llc | 0.00% | 1,500 | $45,888 | $39,951 | -$5,937 | -12.94% | |
| Reyes Financial Architecture, Inc. | 0.00% | 214 | $6,547 | $5,700 | -$847 | -12.94% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 65 | $2,045 | $1,731 | -$314 | -15.34% | |
| Ifp Advisors, Inc | 0.00% | 50 | $1,530 | $1,332 | -$198 | -12.96% | |
| Jpmorgan Chase & Co | 0.00% | 16 | $503 | $426 | -$77 | -15.28% |
Frequently asked questions about YGLD
Who are the largest institutional holders of YGLD?
The largest institutional holders of YGLD reported in the latest SEC Form 13F filings include Authentikos Wealth Advisory, Llc, Legacy Wealth Managment, Llc/Id, Rfg Advisory, Llc, Holcombe Financial, Inc., and Old Mission Capital Llc. InsiderSet ranks institutional holders by their latest reported YGLD position.
What is YGLD institutional ownership?
This page tracks YGLD positions reported by institutional investment managers through SEC Form 13F. SIMPLIFY GOLD STRATEGY ETF (YGLD) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own YGLD?
InsiderSet currently tracks 16 institutional managers reporting YGLD holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of YGLD shareholders.
How much YGLD stock do institutions own?
Institutional investment managers disclosed approximately $7.79M in YGLD holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was YGLD institutional ownership last updated?
The latest YGLD institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional YGLD holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its YGLD position after the reporting date.
Are institutions buying or selling YGLD?
Institutional buying and selling can be analyzed by comparing YGLD positions across consecutive 13F reporting periods. InsiderSet's YGLD Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View YGLD ownership changes.
How has YGLD institutional ownership changed over time?
InsiderSet tracks YGLD institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.