IBIT vs GLDM overlap
481 institutions report holding both IBIT and GLDM.
IBITGLDM
Pick 2 to 4 ETFs.
We don’t have holdings for IBIT, GLDM. 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.
481
institutions report holding both, of 1,905 holding any
IBIT48.8% of its 13F dollars, 32.6% of its 1,473 holders
GLDM68.8% of its 13F dollars, 52.7% of its 913 holders
Largest institutions holding both
| Firm | IBIT | GLDM |
|---|---|---|
| Wells Fargo & Company | $812.2M | $843.0M |
| Sumitomo Mitsui Trust Group, Inc. | $576K | $1.6B |
| Morgan Stanley | $548.6M | $669.5M |
| Jane Street Group, LLC | $828.2M | $25.1M |
| Bank of America Corp. | $57.3M | $570.2M |
| Goldman Sachs Group Inc. | $573.7M | $52.7M |
| MAI Capital Management | $10.7M | $595.4M |
| Empower Advisory Group, LLC | $1.4M | $522.7M |
| BlackRock, Inc. | $500.5M | $734K |
| JPMorgan Chase & Co | $355.7M | $89.0M |
| LPL Financial LLC | $107.8M | $267.8M |
| UBS Group AG | $13.6M | $255.4M |
| Cassaday & Co Wealth Management LLC | $1.5M | $264.8M |
| Ameriprise Financial Inc. | $5K | $219.9M |
| Cerity Partners LLC | $52.2M | $159.1M |
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, GLDM institutional holders.
Frequently asked questions
Do institutions hold both IBIT and GLDM?
481 Form 13F filers report positions in both, out of 1,905 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%.