SLV vs GLD overlap
1,269 institutions report holding both SLV and GLD.
SLVGLD
Pick 2 to 4 ETFs.
We don’t have holdings for SLV, 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.
1,269
institutions report holding both, of 3,175 holding any
SLV93.8% of its 13F dollars, 89.4% of its 1,419 holders
GLD75.7% of its 13F dollars, 42.0% of its 3,025 holders
Largest institutions holding both
| Firm | SLV | GLD |
|---|---|---|
| Morgan Stanley | $720.4M | $4.0B |
| Bank of America Corp. | $490.6M | $4.1B |
| UBS Group AG | $560.1M | $2.6B |
| LPL Financial LLC | $410.2M | $1.6B |
| Wells Fargo & Company | $263.4M | $1.3B |
| BlackRock, Inc. | $3.2M | $1.1B |
| Raymond James Financial Inc. | $137.7M | $881.2M |
| Royal Bank of Canada | $127.1M | $799.8M |
| Goldman Sachs Group Inc. | $220.8M | $651.0M |
| JPMorgan Chase & Co | $138.2M | $725.1M |
| Citigroup Inc. | $22.1M | $784.2M |
| Ameriprise Financial Inc. | $113.8M | $562.0M |
| Barclays PLC | $60.1M | $567.1M |
| HighTower Advisors, LLC | $62.3M | $519.3M |
| BNP Paribas Financial Markets | $96.1M | $424.0M |
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: SLV institutional holders, GLD institutional holders.
Frequently asked questions
Do institutions hold both SLV and GLD?
1,269 Form 13F filers report positions in both, out of 3,175 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%.