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Simplify Gold Strategy PLUS Income ETF (YGLD) Institutional Ownership

$40.55 -0.27 (-0.66%)
As of 05/13/2026 04:10 PM Eastern
Compare

Institutional Ownership Changes (13F Filings) for Simplify Gold Strategy PLUS Income ETF (NYSEARCA:YGLD)

Number of
Institutional Buyers
(last 12 months)
8
Total
Institutional Inflows
(last 12 months)
$3.94M
Number of
Institutional Sellers
(last 12 months)
4
Total
Institutional Outflows
(last 12 months)
$2.84M
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YGLD Institutional Buying and Selling by Quarter

Simplify Gold Strategy PLUS Income ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/7/2026 Legacy Wealth Managment LLC ID53,320$2.13M1.1%-26.0%4.266%
4/20/2026 Park Edge Advisors LLC36,857$1.47M0.3%-1.4%2.730%
4/16/2026 Cambridge Advisors Inc.15,155$605K0.1%+30.2%1.123%
2/18/2026OLD Mission Capital LLC10,386$433K0.0%N/A0.818%
2/12/2026 Jane Street Group LLC6,280$262K0.0%N/A0.494%
2/6/2026 Authentikos Wealth Advisory LLC67,064$2.79M1.8%-14.8%5.281%
2/3/2026 Legacy Wealth Managment LLC ID72,011$3M1.4%-26.4%6.001%
1/26/2026 Reyes Financial Architecture Inc.21,762$907K0.6%N/A1.860%
1/21/2026 Cambridge Advisors Inc.11,640$485K0.1%+23.5%0.995%
1/16/2026 Park Edge Advisors LLC37,379$1.56M0.4%-7.7%3.195%
11/5/2025 Authentikos Wealth Advisory LLC78,708$3.18M2.1%-6.6%7.288%
10/29/2025 Partners Wealth Management LLC6,856$277K0.3%N/A0.623%
10/17/2025 Encompass More Asset Management12,290$497K0.1%N/A1.138%
10/15/2025 Cambridge Advisors Inc.9,424$381K0.1%+7.4%0.924%
10/9/2025 Park Edge Advisors LLC40,485$1.64M0.4%+6.5%3.583%
7/16/2025 Cambridge Advisors Inc.8,773$301K0.1%+22.5%1.032%
7/7/2025 Park Edge Advisors LLC38,031$1.31M0.3%-2.2%4.474%
5/19/2025Jane Street Group LLC20,286$588K0.0%-17.9%2.459%
5/15/2025OLD Mission Capital LLC39,579$1.15M0.0%N/A4.797%
5/14/2025Napa Wealth Management24,889$722K0.4%+6.2%3.017%
4/24/2025Cambridge Advisors Inc.7,164$208K0.0%N/A0.895%
4/17/2025Authentikos Wealth Advisory LLC60,432$1.75M1.4%N/A8.633%
4/10/2025Park Edge Advisors LLC38,880$1.13M0.3%N/A5.554%
2/17/2025Wolverine Trading LLC13,756$327K0.0%N/A0.000%
2/17/2025Napa Wealth Management23,443$562K0.2%N/A0.000%


YGLD Institutional Ownership - Frequently Asked Questions

During the previous two years, 11 institutional investors and hedge funds held shares of Simplify Gold Strategy PLUS Income ETF. The most heavily invested institutionals were Authentikos Wealth Advisory LLC ($2.79M), Legacy Wealth Managment LLC ID ($2.13M), Park Edge Advisors LLC ($1.47M), Reyes Financial Architecture Inc. ($907K), Napa Wealth Management ($722K), Cambridge Advisors Inc. ($605K), and Encompass More Asset Management ($497K).Learn more on Simplify Gold Strategy PLUS Income ETF's institutional investors.

Of the 10 institutional investors that purchased Simplify Gold Strategy PLUS Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Authentikos Wealth Advisory LLC ($60.43K), OLD Mission Capital LLC ($49.97K), Park Edge Advisors LLC ($41.33K), Napa Wealth Management ($24.89K), Reyes Financial Architecture Inc. ($21.76K), Cambridge Advisors Inc. ($15.16K), and Wolverine Trading LLC ($13.76K).

Institutional investors have bought a total of 107,598 shares in the last 24 months. This purchase volume represents approximately $3.94M in transactions.

The following institutional investors have sold Simplify Gold Strategy PLUS Income ETF stock in the last 24 months: Legacy Wealth Managment LLC ID ($44.52K), Authentikos Wealth Advisory LLC ($17.19K), Park Edge Advisors LLC ($4.48K), and Jane Street Group LLC ($4.42K).

Institutional investors have sold a total of 70,597 shares in the last 24 months. This volume of shares sold represents approximately $2.84M in transactions.


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This page (NYSEARCA:YGLD) was last updated on 5/14/2026 by MarketBeat.com Staff.
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