IAUG vs CPRY overlap
5 institutions report holding both IAUG and CPRY.
IAUGCPRY
Pick 2 to 4 ETFs.
We don’t have holdings for IAUG, CPRY. 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.
5
institutions report holding both, of 58 holding any
IAUG22.6% of its 13F dollars, 11.6% of its 43 holders
CPRY15.0% of its 13F dollars, 25.0% of its 20 holders
Largest institutions holding both
| Firm | IAUG | CPRY |
|---|---|---|
| Commonwealth Equity Services, LLC | $3.5M | $789K |
| Harbour Investments, Inc. | $9K | $1.5M |
| Old Mission Capital LLC | $730K | $539K |
| Creative Planning | $787K | $298K |
| Creative Financial Designs Inc. | $15K | $206K |
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: IAUG institutional holders, CPRY institutional holders.
Frequently asked questions
Do institutions hold both IAUG and CPRY?
5 Form 13F filers report positions in both, out of 58 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%.