Simplify Gold Strategy ETF
YGLD
7 hedge funds and large institutions have $5.62M invested in Simplify Gold Strategy ETF in 2025 Q1 according to their latest regulatory filings, with 5 funds opening new positions, 1 increasing their positions, 1 reducing their positions, and 1 closing their positions.
400% more first-time investments, than exits
New positions opened: 5 | Existing positions closed: 1
280% more capital invested
Capital invested by funds: $1.48M → $5.62M (+$4.14M)
133% more funds holding
Funds holding: 3 → 7 (+4)
13.93% more ownership
Funds ownership: 13.76% → 27.68% (+14%)
0% more repeat investments, than reductions
Existing positions increased: 1 | Existing positions reduced: 1
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$1.68M |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
+$1.06M |
| 3 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$1.04M |
| 4 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$192K |
| 5 |
NWM
Napa Wealth Management
Napa,
California
|
+$38.9K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
Wolverine Trading
Chicago,
Illinois
|
-$327K |
| 2 |
Jane Street
New York
|
-$119K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Authentikos Wealth Advisory
Morgan Hill,
California
| $1.82M | +$1.68M | +62,704 | New |
|
|
OMC
2
Old Mission Capital
Chicago,
Illinois
| $1.15M | +$1.06M | +39,579 | New |
|
|
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $1.13M | +$1.04M | +38,880 | New |
|
|
NWM
4
Napa Wealth Management
Napa,
California
| $722K | +$38.9K | +1,446 | +6% |
|
|
5
Jane Street
New York
| $588K | -$119K | -4,415 | -18% |
|
|
CA
6
Cambridge Advisors
Omaha,
Nebraska
| $208K | +$192K | +7,164 | New |
|
7
UBS Group
Zurich,
Switzerland
| $7.74K | +$7.17K | +267 | New |
|
|
8
Wolverine Trading
Chicago,
Illinois
| – | -$327K | -13,756 | Closed |
|
YGLD Hedge Fund Activity: Q1 2025 in Review
7 of the 7,459 institutional investors tracked by Wall St. Rank reported a position in Simplify Gold Strategy ETF (YGLD) for Q1 2025, worth a combined $5.62M — up 280% from $1.48M a quarter earlier.
Buyers outnumbered sellers: 5 funds opened new YGLD positions and 1 closed out — a net gain of 4 holders — while 1 added to existing stakes and 1 trimmed.
The largest buyer was Authentikos Wealth Advisory, opening a new position worth an estimated $1.68M. The largest seller was Wolverine Trading, exiting entirely with an estimated $327K sold.
- 7 institutional investors held Simplify Gold Strategy ETF (YGLD) as of Q1 2025, up from 3 in Q4 2024.
- Funds reported $5.62M of Simplify Gold Strategy ETF stock for Q1 2025, up 280% quarter-over-quarter.
- 5 funds opened new Simplify Gold Strategy ETF positions in Q1 2025 and 1 closed out, a net change of +4 holders.
- The largest Simplify Gold Strategy ETF buyer in Q1 2025 was Authentikos Wealth Advisory, an estimated $1.68M added.
- The largest Simplify Gold Strategy ETF seller in Q1 2025 was Wolverine Trading, an estimated $327K sold.
Based on aggregated 13F filings for Q1 2025.