Avidian Wealth Enterprises’s NEOS Gold High Income ETF IAUI Stock Holding History

Avidian Wealth Enterprises’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	$262K	Buy	+5,430	New	+$273K	0.01%	645

Other funds holding IAUI

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Avidian Wealth Enterprises's IAUI Position: Q3 2026 in Review

Avidian Wealth Enterprises opened a new position in NEOS Gold High Income ETF (IAUI) in Q3 2026: 5,430 shares worth $262K. The stake represents 0.01% of the portfolio and ranks #645 among its holdings.

14 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

Avidian Wealth Enterprises held 5,430 shares of NEOS Gold High Income ETF worth $262K as of Q3 2026.
NEOS Gold High Income ETF was a new Avidian Wealth Enterprises position in Q3 2026.
NEOS Gold High Income ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #645 holding.
14 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.