IBIT vs IAU overlap
872 institutions report holding both IBIT and IAU.
IBITIAU
Pick 2 to 4 ETFs.
We don’t have holdings for IBIT, IAU. 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.
872
institutions report holding both, of 2,500 holding any
IBIT59.8% of its 13F dollars, 59.2% of its 1,473 holders
IAU75.2% of its 13F dollars, 45.9% of its 1,899 holders
Largest institutions holding both
| Firm | IBIT | IAU |
|---|---|---|
| Morgan Stanley | $548.6M | $1.7B |
| Bank of America Corp. | $57.3M | $2.1B |
| Wells Fargo & Company | $812.2M | $968.7M |
| BlackRock, Inc. | $500.5M | $659.4M |
| FMR LLC | $7K | $1.0B |
| UBS Group AG | $13.6M | $937.5M |
| LPL Financial LLC | $107.8M | $827.0M |
| Jane Street Group, LLC | $828.2M | $85.0M |
| JPMorgan Chase & Co | $355.7M | $415.7M |
| Goldman Sachs Group Inc. | $573.7M | $126.1M |
| Envestnet Asset Management Inc. | $25.8M | $664.6M |
| Citigroup Inc. | $11.6M | $548.5M |
| HRTG GPE, LLC | $108.2M | $423.1M |
| Ameriprise Financial Inc. | $5K | $510.0M |
| Northwestern Mutual Wealth Management Co | $14.0M | $477.3M |
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, IAU institutional holders.
Frequently asked questions
Do institutions hold both IBIT and IAU?
872 Form 13F filers report positions in both, out of 2,500 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%.