BWM
IAUI

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

BCS 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 		$383K Buy
7,913
+2,037
+35% +$112K 0.07% 206
2026
Q1 		$334K Sell
5,876
-5,876
-50% -$352K 0.07% 200
2025
Q4 		$657K Buy
+11,752
New +$644K 0.07% 196

Other funds holding IAUI

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
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

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

BCS Wealth Management increased its NEOS Gold High Income ETF (IAUI) stake by 35% in Q2 2026, buying an estimated $112K and bringing the position to 7,913 shares worth $383K. The position accounts for 0.07% of the portfolio, ranked #206.

BCS Wealth Management first reported a position in IAUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $657K in Q4 2025. 11 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • BCS Wealth Management held 7,913 shares of NEOS Gold High Income ETF worth $383K as of Q2 2026.
  • BCS Wealth Management bought 2,037 NEOS Gold High Income ETF shares in Q2 2026, an estimated $112K.
  • NEOS Gold High Income ETF made up 0.07% of BCS Wealth Management's portfolio in Q2 2026, its #206 holding.
  • BCS Wealth Management first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • BCS Wealth Management's NEOS Gold High Income ETF position peaked at $657K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.