SGOL vs IAUM overlap
120 institutions report holding both SGOL and IAUM.
SGOLIAUM
Pick 2 to 4 ETFs.
We don’t have holdings for SGOL, 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.
120
institutions report holding both, of 604 holding any
SGOL47.5% of its 13F dollars, 25.8% of its 465 holders
IAUM28.8% of its 13F dollars, 46.3% of its 259 holders
Largest institutions holding both
| Firm | SGOL | IAUM |
|---|---|---|
| JPMorgan Chase & Co | $266.1M | $17.5M |
| Bank of America Corp. | $129.2M | $136.3M |
| BlackRock, Inc. | $942K | $97.6M |
| Morgan Stanley | $88.6M | $109K |
| LPL Financial LLC | $72.6M | $8.0M |
| Blue Trust, Inc. | $15.0M | $63.3M |
| HighTower Advisors, LLC | $59.9M | $1.7M |
| Raymond James Financial Inc. | $18.5M | $37.8M |
| Mirae Asset Global Investments Co., Ltd. | $25.6M | $20.8M |
| MAI Capital Management | $21.1M | $17.3M |
| Envestnet Asset Management Inc. | $23.4M | $11.8M |
| Fifth Third Bancorp | $1.4M | $33.7M |
| BOK Financial Private Wealth, Inc. | $15K | $29.9M |
| Vident Advisory, LLC | $1.4M | $27.1M |
| Kestra Advisory Services, LLC | $23.5M | $4.4M |
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, IAUM institutional holders.
Frequently asked questions
Do institutions hold both SGOL and IAUM?
120 Form 13F filers report positions in both, out of 604 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%.