IAUM vs GUNR overlap
86 institutions report holding both IAUM and GUNR.
IAUMGUNR
Pick 2 to 4 ETFs.
We don’t have holdings for IAUM. 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.
86
institutions report holding both, of 491 holding any
IAUM25.9% of its 13F dollars, 33.2% of its 259 holders
GUNR10.8% of its 13F dollars, 27.0% of its 318 holders
Largest institutions holding both
| Firm | IAUM | GUNR |
|---|---|---|
| MAI Capital Management | $17.3M | $251.5M |
| Bank of America Corp. | $136.3M | $21.4M |
| BlackRock, Inc. | $97.6M | $977K |
| Morgan Stanley | $109K | $96.1M |
| Raymond James Financial Inc. | $37.8M | $35.3M |
| AlTi Global, Inc. | $56.8M | $2.8M |
| Versant Capital Management, Inc | $13.8M | $43.6M |
| AlphaCore Capital LLC | $42.9M | $46K |
| Fifth Third Bancorp | $33.7M | $635K |
| BOK Financial Private Wealth, Inc. | $29.9M | $98K |
| Envestnet Asset Management Inc. | $11.8M | $15.6M |
| LPL Financial LLC | $8.0M | $15.1M |
| Mirae Asset Global Investments Co., Ltd. | $20.8M | $508K |
| JPMorgan Chase & Co | $17.5M | $3.2M |
| Sanctuary Advisors, LLC | $18.1M | $916K |
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: IAUM institutional holders, GUNR institutional holders.
Frequently asked questions
Do institutions hold both IAUM and GUNR?
86 Form 13F filers report positions in both, out of 491 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%.