SLV vs IAU overlap
910 institutions report holding both SLV and IAU.
SLVIAU
Pick 2 to 4 ETFs.
We don’t have holdings for SLV, 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.
910
institutions report holding both, of 2,408 holding any
SLV81.8% of its 13F dollars, 64.1% of its 1,419 holders
IAU76.7% of its 13F dollars, 47.9% of its 1,899 holders
Largest institutions holding both
| Firm | SLV | IAU |
|---|---|---|
| Bank of America Corp. | $490.6M | $2.1B |
| Morgan Stanley | $720.4M | $1.7B |
| UBS Group AG | $560.1M | $937.5M |
| LPL Financial LLC | $410.2M | $827.0M |
| Wells Fargo & Company | $263.4M | $968.7M |
| FMR LLC | $1.1M | $1.0B |
| Envestnet Asset Management Inc. | $63.2M | $664.6M |
| BlackRock, Inc. | $3.2M | $659.4M |
| Ameriprise Financial Inc. | $113.8M | $510.0M |
| Citigroup Inc. | $22.1M | $548.5M |
| JPMorgan Chase & Co | $138.2M | $415.7M |
| Raymond James Financial Inc. | $137.7M | $404.1M |
| Northwestern Mutual Wealth Management Co | $33.4M | $477.3M |
| Jane Street Group, LLC | $357.4M | $85.0M |
| Royal Bank of Canada | $127.1M | $282.7M |
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, IAU institutional holders.
Frequently asked questions
Do institutions hold both SLV and IAU?
910 Form 13F filers report positions in both, out of 2,408 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%.