BGLD vs AUGU overlap
7 institutions report holding both BGLD and AUGU.
BGLDAUGU
Pick 2 to 4 ETFs.
We don’t have holdings for AUGU. Most funds that aren’t in the SEC’s N-PORT data are unit trusts, grantor trusts or very new funds. The institutions tab may still have them.
7
institutions report holding both, of 50 holding any
BGLD34.9% of its 13F dollars, 18.9% of its 37 holders
AUGU24.5% of its 13F dollars, 35.0% of its 20 holders
Largest institutions holding both
| Firm | BGLD | AUGU |
|---|---|---|
| Osaic Holdings, Inc. | $7.4M | $112K |
| AE Wealth Management LLC | $17K | $4.2M |
| Susquehanna International Group, LLP | $1.4M | $1.8M |
| Cetera Investment Advisers | $2.4M | $279K |
| Commonwealth Equity Services, LLC | $518K | $1.9M |
| Harbour Investments, Inc. | $448K | $92K |
| Regatta Research & Money Management | $85K | $282K |
This compares who owns the funds, not what the funds hold. From SEC Form 13F, for managers with $100M+ in US securities.
Who owns them: BGLD institutional holders, AUGU institutional holders.
Frequently asked questions
Do institutions hold both BGLD and AUGU?
7 Form 13F filers report positions in both, out of 50 that report either one.
How is overlap by weight worked out?
For each holding the two funds share, take the smaller of the two weights, then add those up. Identical portfolios score 100%.