Q3 2025 13F Holders as of 30 Sep 2025
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Type / Class
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Equity / GOLD STRATEGY PL
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Number of holders
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8
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Total 13F shares, excl. options
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254K
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Shares change
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+94.8K
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Total reported value, excl. options
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$10.3M
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Value change
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+$3.97M
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Number of buys
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6
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Number of sells
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-4
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Price
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$40.42
Significant Holders of SIMPLIFY EXCHANGE TRADED FUN - GOLD STRATEGY PL (YGLD) as of Q3 2025
10 filings reported holding YGLD - SIMPLIFY EXCHANGE TRADED FUN - GOLD STRATEGY PL as of Q3 2025.
SIMPLIFY EXCHANGE TRADED FUN - GOLD STRATEGY PL (YGLD) has 8 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 254K shares
.
Largest 10 shareholders include Legacy Wealth Managment, LLC/ID (97.8K shares), Authentikos Wealth Advisory, LLC (78.7K shares), Park Edge Advisors, LLC (40.5K shares), Encompass More Asset Management (12.3K shares), Cambridge Advisors Inc. (9.42K shares), PARTNERS WEALTH MANAGEMENT, LLC (6.86K shares), PRINCIPAL SECURITIES, INC. (4.86K shares), Luminist Capital LLC (3.42K shares), UBS Group AG (0 shares), and OLD MISSION CAPITAL LLC (0 shares).
This table shows the top 8 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.