AWM
IAUI

AE Wealth Management’s NEOS Gold High Income ETF IAUI Stock Holding History

AE Wealth Management’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
Q2 		$1.53M Buy
31,581
+22,138
+234% +$1.21M 0.01% 752
2026
Q1 		$537K Buy
+9,443
New +$566K ﹤0.01% 1079

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

AE Wealth Management's IAUI Position: Q2 2026 in Review

AE Wealth Management increased its NEOS Gold High Income ETF (IAUI) stake by 234% in Q2 2026, buying an estimated $1.21M and bringing the position to 31,581 shares worth $1.53M. The position accounts for 0.01% of the portfolio, ranked #752.

AE Wealth Management first reported a position in IAUI in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • AE Wealth Management held 31,581 shares of NEOS Gold High Income ETF worth $1.53M as of Q2 2026.
  • AE Wealth Management bought 22,138 NEOS Gold High Income ETF shares in Q2 2026, an estimated $1.21M.
  • NEOS Gold High Income ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #752 holding.
  • AE Wealth Management first reported a position in NEOS Gold High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.