Who owns Simplify Gold Strategy PLUS Income ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from company filings.
Institutional ownership of YGLD from SEC Form 13F filings across 16 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 16 institutions disclosed 256,667 shares of Simplify Gold Strategy PLUS Income ETF worth $8.1M — about 23.3% of shares outstanding; the largest disclosed holder is Authentikos Wealth Advisory, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
16
13F holders
$8.1M
value, 2026 filers
23.3%
of shares outstanding (256,667 sh)
6
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30 · % of fund = share of the manager's own book · % of co. = share of YGLD's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | Authentikos Wealth Advisory, LLC | 82,774 | $2.6M | 1.7% | 7.5% | +20.6% |
| 2 | Legacy Wealth Managment, LLC/ID | 33,435 | $1.1M | 0.4% | 3% | -37.3% |
| 3 | RFG Advisory, LLCNEW | 32,378 | $1.0M | 0.0% | 2.9% | new |
| 4 | Park Edge Advisors, LLC | 27,555 | $866,894 | 0.2% | 2.5% | -25.2% |
| 5 | Holcombe Financial, Inc. | 22,276 | $700,814 | 0.4% | 2% | +5.2% |
| 6 | OLD MISSION CAPITAL LLC | 19,143 | $602,248 | 0.0% | 1.7% | -46.6% |
| 7 | Cambridge Advisors Inc. | 16,104 | $506,648 | 0.1% | 1.5% | +6.3% |
| 8 | J. M. Brown & Associates Inc.NEW | 7,432 | $233,807 | 0.1% | 0.7% | new |
| 9 | BANK OF AMERICA CORP /DE/NEW | 6,626 | $208,454 | 0.0% | 0.6% | new |
| 10 | Luminist Capital LLC | 5,117 | $160,991 | 0.2% | 0.5% | +24.6% |
| 11 | MATHER GROUP, LLC. | 1,996 | $62,795 | 0.0% | 0.2% | +535.7% |
| 12 | Farther Finance Advisors, LLC | 1,500 | $47,191 | 0.0% | 0.1% | 0.0% |
| 13 | Reyes Financial Architecture, Inc. | 234 | $7,362 | 0.0% | 0% | -98.7% |
| 14 | Steward Partners Investment Advisory, LLCNEW | 65 | $2,045 | 0.0% | 0% | new |
| 15 | IFP Advisors, IncNEW | 16 | $503 | 0.0% | 0% | new |
| 16 | JPMORGAN CHASE & CONEW | 16 | $503 | 0.0% | 0% | new |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation. Research, not investment advice.