IAUI vs BTCW overlap
8 institutions report holding both IAUI and BTCW.
IAUIBTCW
Pick 2 to 4 ETFs.
We don’t have holdings for BTCW. 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.
8
institutions report holding both, of 84 holding any
IAUI15.8% of its 13F dollars, 12.3% of its 65 holders
BTCW26.0% of its 13F dollars, 29.6% of its 27 holders
Largest institutions holding both
| Firm | IAUI | BTCW |
|---|---|---|
| LPL Financial LLC | $5.6M | $5.4M |
| Jane Street Group, LLC | $258K | $8.7M |
| Farther Finance Advisors, LLC | $1.8M | $16K |
| Great Valley Advisor Group, Inc. | $419K | $329K |
| Creative Planning | $386K | $211K |
| NewEdge Advisors, LLC | $422K | $3K |
| Steward Partners Investment Advisory, LLC | $282K | $23K |
| TSFG, LLC | $13K | $4K |
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: IAUI institutional holders, BTCW institutional holders.
Frequently asked questions
Do institutions hold both IAUI and BTCW?
8 Form 13F filers report positions in both, out of 84 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%.