IBIT vs GLD overlap
1,131 institutions report holding both IBIT and GLD.
IBITGLD
Pick 2 to 4 ETFs.
We don’t have holdings for IBIT, GLD. 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.
1,131
institutions report holding both, of 3,367 holding any
IBIT67.0% of its 13F dollars, 76.8% of its 1,473 holders
GLD72.1% of its 13F dollars, 37.4% of its 3,025 holders
Largest institutions holding both
| Firm | IBIT | GLD |
|---|---|---|
| Morgan Stanley | $548.6M | $4.0B |
| Bank of America Corp. | $57.3M | $4.1B |
| UBS Group AG | $13.6M | $2.6B |
| Wells Fargo & Company | $812.2M | $1.3B |
| LPL Financial LLC | $107.8M | $1.6B |
| BlackRock, Inc. | $500.5M | $1.1B |
| Goldman Sachs Group Inc. | $573.7M | $651.0M |
| JPMorgan Chase & Co | $355.7M | $725.1M |
| Raymond James Financial Inc. | $2.6M | $881.2M |
| Jane Street Group, LLC | $828.2M | $46.3M |
| Royal Bank of Canada | $1.3M | $799.8M |
| Citigroup Inc. | $11.6M | $784.2M |
| Barclays PLC | $88.5M | $567.1M |
| Bank of Montreal | $153.4M | $460.9M |
| HighTower Advisors, LLC | $44.9M | $519.3M |
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: IBIT institutional holders, GLD institutional holders.
Frequently asked questions
Do institutions hold both IBIT and GLD?
1,131 Form 13F filers report positions in both, out of 3,367 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%.