SGOL vs HGER overlap
96 institutions report holding both SGOL and HGER.
SGOLHGER
Pick 2 to 4 ETFs.
We don’t have holdings for SGOL. 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.
96
institutions report holding both, of 602 holding any
SGOL49.0% of its 13F dollars, 20.6% of its 465 holders
HGER72.0% of its 13F dollars, 41.2% of its 233 holders
Largest institutions holding both
| Firm | SGOL | HGER |
|---|---|---|
| JPMorgan Chase & Co | $266.1M | $369.2M |
| Wells Fargo & Company | $109.1M | $495.5M |
| Bank of America Corp. | $129.2M | $405.4M |
| LPL Financial LLC | $72.6M | $94.9M |
| Raymond James Financial Inc. | $18.5M | $89.8M |
| HighTower Advisors, LLC | $59.9M | $39.8M |
| Northwestern Mutual Wealth Management Co | $4.4M | $91.6M |
| Morgan Stanley | $88.6M | $473K |
| UBS Group AG | $66.3M | $21K |
| Cambridge Investment Research Advisors, Inc. | $23.8M | $33.9M |
| Royal Bank of Canada | $22.8M | $23.6M |
| Ethos Financial Group, LLC | $35.7M | $9.2M |
| New Harbor Financial Group, LLC | $7.1M | $37.4M |
| Pinnacle Financial Partners, Inc. | $4.1M | $40.2M |
| Commonwealth Equity Services, LLC | $9.3M | $30.5M |
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: SGOL institutional holders, HGER institutional holders.
Frequently asked questions
Do institutions hold both SGOL and HGER?
96 Form 13F filers report positions in both, out of 602 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%.