Simplify Gold Strategy ETF
YGLD
6 hedge funds and large institutions have $5.55M invested in Simplify Gold Strategy ETF in 2025 Q2 according to their latest regulatory filings, with 1 funds opening new positions, 3 increasing their positions, 2 reducing their positions, and 2 closing their positions.
50% more repeat investments, than reductions
Existing positions increased: 3 | Existing positions reduced: 2
1% less capital invested
Capital invested by funds: $5.62M → $5.55M (-$70.1K)
8.11% less ownership
Funds ownership: 27.68% → 19.57% (-8.1%)
14% less funds holding
Funds holding: 7 → 6 (-1)
50% less first-time investments, than exits
New positions opened: 1 | Existing positions closed: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
+$811K |
| 2 |
PS
Principal Securities
Des Moines,
Iowa
|
+$171K |
| 3 |
UBS Group
Zurich,
Switzerland
|
+$57.3K |
| 4 |
CA
Cambridge Advisors
Omaha,
Nebraska
|
+$54.5K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
NWM
Napa Wealth Management
Napa,
California
|
-$722K |
| 2 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$628K |
| 3 |
Jane Street
New York
|
-$588K |
| 4 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
-$28.8K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
AWA
1
Authentikos Wealth Advisory
Morgan Hill,
California
| $2.98M | +$811K | +23,911 | +38% |
|
|
PEA
2
Park Edge Advisors
Cleveland,
Ohio
| $1.31M | -$28.8K | -849 | -2% |
|
|
OMC
3
Old Mission Capital
Chicago,
Illinois
| $724K | -$628K | -18,514 | -47% |
|
|
CA
4
Cambridge Advisors
Omaha,
Nebraska
| $301K | +$54.5K | +1,609 | +22% |
|
|
PS
5
Principal Securities
Des Moines,
Iowa
| $173K | +$171K | +5,037 | New |
|
|
6
UBS Group
Zurich,
Switzerland
| $67.3K | +$57.3K | +1,691 | +633% |
|
|
NWM
7
Napa Wealth Management
Napa,
California
| – | -$722K | -24,889 | Closed |
|
|
8
Jane Street
New York
| – | -$588K | -20,286 | Closed |
|
YGLD Hedge Fund Activity: Q2 2025 in Review
6 of the 7,596 institutional investors tracked by Wall St. Rank reported a position in Simplify Gold Strategy ETF (YGLD) for Q2 2025, worth a combined $5.55M — down 1.2% from $5.62M a quarter earlier.
Sellers outnumbered buyers: 2 funds closed out of YGLD and 1 opened new positions — a net loss of 1 holder — while 2 trimmed existing stakes and 3 added.
The largest buyer was Authentikos Wealth Advisory, adding an estimated $811K. The largest seller was Napa Wealth Management, exiting entirely with an estimated $722K sold.
- 6 institutional investors held Simplify Gold Strategy ETF (YGLD) as of Q2 2025, down from 7 in Q1 2025.
- Funds reported $5.55M of Simplify Gold Strategy ETF stock for Q2 2025, down 1.2% quarter-over-quarter.
- 1 fund opened new Simplify Gold Strategy ETF positions in Q2 2025 and 2 closed out, a net change of -1 holder.
- The largest Simplify Gold Strategy ETF buyer in Q2 2025 was Authentikos Wealth Advisory, an estimated $811K added.
- The largest Simplify Gold Strategy ETF seller in Q2 2025 was Napa Wealth Management, an estimated $722K sold.
Based on aggregated 13F filings for Q2 2025.