BTC vs AAAU overlap
96 institutions report holding both BTC and AAAU.
BTCAAAU
Pick 2 to 4 ETFs.
We don’t have holdings for BTC, AAAU. 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.
96
institutions report holding both, of 608 holding any
BTC24.5% of its 13F dollars, 20.8% of its 462 holders
AAAU35.7% of its 13F dollars, 39.7% of its 242 holders
Largest institutions holding both
| Firm | BTC | AAAU |
|---|---|---|
| Wells Fargo & Company | $66.6M | $26K |
| LPL Financial LLC | $9.4M | $45.5M |
| Raymond James Financial Inc. | $466K | $32.7M |
| Osaic Holdings, Inc. | $400K | $32.6M |
| Proficio Capital Partners LLC | $688K | $30.1M |
| Cambridge Investment Research Advisors, Inc. | $7.4M | $21.0M |
| Morgan Stanley | $22.3M | $1.1M |
| Stifel Financial Corp. | $289K | $16.3M |
| Royal Bank of Canada | $112K | $15.6M |
| Kestra Advisory Services, LLC | $4.2M | $11.2M |
| HighTower Advisors, LLC | $9.3M | $5.6M |
| Steward Partners Investment Advisory, LLC | $13.4M | $30K |
| Cetera Investment Advisers | $1.4M | $10.9M |
| JPMorgan Chase & Co | $3.9M | $8.3M |
| Betterment LLC | $10.0M | $683K |
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: BTC institutional holders, AAAU institutional holders.
Frequently asked questions
Do institutions hold both BTC and AAAU?
96 Form 13F filers report positions in both, out of 608 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%.