GLDM vs GLD overlap
709 institutions report holding both GLDM and GLD.
GLDMGLD
Pick 2 to 4 ETFs.
We don’t have holdings for GLDM, 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.
709
institutions report holding both, of 3,229 holding any
GLDM82.0% of its 13F dollars, 77.7% of its 913 holders
GLD63.9% of its 13F dollars, 23.4% of its 3,025 holders
Largest institutions holding both
| Firm | GLDM | GLD |
|---|---|---|
| Morgan Stanley | $669.5M | $4.0B |
| Bank of America Corp. | $570.2M | $4.1B |
| UBS Group AG | $255.4M | $2.6B |
| Wells Fargo & Company | $843.0M | $1.3B |
| LPL Financial LLC | $267.8M | $1.6B |
| Sumitomo Mitsui Trust Group, Inc. | $1.6B | $17.0M |
| BlackRock, Inc. | $734K | $1.1B |
| Raymond James Financial Inc. | $84.0M | $881.2M |
| Royal Bank of Canada | $96.2M | $799.8M |
| JPMorgan Chase & Co | $89.0M | $725.1M |
| Citigroup Inc. | $595K | $784.2M |
| Ameriprise Financial Inc. | $219.9M | $562.0M |
| Goldman Sachs Group Inc. | $52.7M | $651.0M |
| HighTower Advisors, LLC | $140.6M | $519.3M |
| MAI Capital Management | $595.4M | $43.3M |
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: GLDM institutional holders, GLD institutional holders.
Frequently asked questions
Do institutions hold both GLDM and GLD?
709 Form 13F filers report positions in both, out of 3,229 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%.