Simplify Gold Strategy ETF
YGLD
8 hedge funds and large institutions have $10.3M invested in Simplify Gold Strategy ETF in 2025 Q3 according to their latest regulatory filings, with 4 funds opening new positions, 2 increasing their positions, 2 reducing their positions, and 2 closing their positions.
100% more first-time investments, than exits
New positions opened: 4 | Existing positions closed: 2
85% more capital invested
Capital invested by funds: $5.55M → $10.3M (+$4.71M)
33% more funds holding
Funds holding: 6 → 8 (+2)
6.47% more ownership
Funds ownership: 19.57% → 26.04% (+6.5%)
0% more repeat investments, than reductions
Existing positions increased: 2 | Existing positions reduced: 2
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
LWMI
Legacy Wealth Management (Idaho)
Boise,
Idaho
|
+$3.52M |
| 2 |
EMAM
Encompass More Asset Management
Danville,
California
|
+$442K |
| 3 |
PWM
Partners Wealth Management
Carmel By The Sea,
California
|
+$246K |
| 4 |
LC
Luminist Capital
Grand Rapids,
Michigan
|
+$123K |
| 5 |
PEA
Park Edge Advisors
Cleveland,
Ohio
|
+$88.2K |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
OMC
Old Mission Capital
Chicago,
Illinois
|
-$724K |
| 2 |
AWA
Authentikos Wealth Advisory
Morgan Hill,
California
|
-$284K |
| 3 |
UBS Group
Zurich,
Switzerland
|
-$67.3K |
| 4 |
PS
Principal Securities
Des Moines,
Iowa
|
-$6.29K |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
|
LWMI
1
Legacy Wealth Management (Idaho)
Boise,
Idaho
| $3.95M | +$3.52M | +97,836 | New |
|
|
AWA
2
Authentikos Wealth Advisory
Morgan Hill,
California
| $3.18M | -$284K | -7,907 | -9% |
|
|
PEA
3
Park Edge Advisors
Cleveland,
Ohio
| $1.64M | +$88.2K | +2,454 | +6% |
|
|
EMAM
4
Encompass More Asset Management
Danville,
California
| $497K | +$442K | +12,290 | New |
|
|
CA
5
Cambridge Advisors
Omaha,
Nebraska
| $381K | +$23.4K | +651 | +7% |
|
|
PWM
6
Partners Wealth Management
Carmel By The Sea,
California
| $277K | +$246K | +6,856 | New |
|
|
PS
7
Principal Securities
Des Moines,
Iowa
| $197K | -$6.29K | -175 | -3% |
|
|
LC
8
Luminist Capital
Grand Rapids,
Michigan
| $139K | +$123K | +3,424 | New |
|
|
OMC
9
Old Mission Capital
Chicago,
Illinois
| – | -$724K | -21,065 | Closed |
|
|
10
UBS Group
Zurich,
Switzerland
| – | -$67.3K | -1,958 | Closed |
|
YGLD Hedge Fund Activity: Q3 2025 in Review
8 of the 7,620 institutional investors tracked by Wall St. Rank reported a position in Simplify Gold Strategy ETF (YGLD) for Q3 2025, worth a combined $10.3M — up 85% from $5.55M a quarter earlier.
Buyers outnumbered sellers: 4 funds opened new YGLD positions and 2 closed out — a net gain of 2 holders — while 2 added to existing stakes and 2 trimmed.
The largest buyer was Legacy Wealth Management (Idaho), opening a new position worth an estimated $3.52M. The largest seller was Old Mission Capital, exiting entirely with an estimated $724K sold.
- 8 institutional investors held Simplify Gold Strategy ETF (YGLD) as of Q3 2025, up from 6 in Q2 2025.
- Funds reported $10.3M of Simplify Gold Strategy ETF stock for Q3 2025, up 85% quarter-over-quarter.
- 4 funds opened new Simplify Gold Strategy ETF positions in Q3 2025 and 2 closed out, a net change of +2 holders.
- The largest Simplify Gold Strategy ETF buyer in Q3 2025 was Legacy Wealth Management (Idaho), an estimated $3.52M added.
- The largest Simplify Gold Strategy ETF seller in Q3 2025 was Old Mission Capital, an estimated $724K sold.
Based on aggregated 13F filings for Q3 2025.