Advisornet Financial
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Advisornet Financial’s NEOS Gold High Income ETF IAUI Stock Holding History

Advisornet Financial’s Portfolio IAUI Stock Details IAUI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		– Sell
-1,600
Closed -$77.5K – 2247
2026
Q2 		$77.5K Buy
+1,600
New +$87.7K ﹤0.01% 960

Other funds holding IAUI

Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Advisornet Financial's IAUI Position: Q3 2026 in Review

Advisornet Financial sold out of NEOS Gold High Income ETF (IAUI) in Q3 2026, closing a stake of 1,600 shares — an estimated $77.5K sold.

Advisornet Financial first reported a position in IAUI in Q2 2026 and held it in 1 quarter. The position peaked at $77.5K in Q2 2026. 48 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • Advisornet Financial reported no remaining NEOS Gold High Income ETF position as of Q3 2026 after selling out during the quarter.
  • Advisornet Financial sold 1,600 NEOS Gold High Income ETF shares in Q3 2026, an estimated $77.5K.
  • Advisornet Financial first reported a position in NEOS Gold High Income ETF in Q2 2026 and held it in 1 quarter.
  • Advisornet Financial's NEOS Gold High Income ETF position peaked at $77.5K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Advisornet Financial's 13F filing for Q3 2026, filed 15 Oct 2026.