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

Brown 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
Q3 		$483K Buy
9,999
+3,197
+47% +$161K 0.11% 84
2026
Q2 		$330K Buy
+6,802
New +$373K 0.07% 101

Other funds holding IAUI

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 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
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
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return
SBI Securities
SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

Brown Wealth Management's IAUI Position: Q3 2026 in Review

Brown Wealth Management increased its NEOS Gold High Income ETF (IAUI) stake by 47% in Q3 2026, buying an estimated $161K and bringing the position to 9,999 shares worth $483K. The position accounts for 0.11% of the portfolio, ranked #84.

Brown Wealth Management first reported a position in IAUI in Q2 2026 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • Brown Wealth Management held 9,999 shares of NEOS Gold High Income ETF worth $483K as of Q3 2026.
  • Brown Wealth Management bought 3,197 NEOS Gold High Income ETF shares in Q3 2026, an estimated $161K.
  • NEOS Gold High Income ETF made up 0.11% of Brown Wealth Management's portfolio in Q3 2026, its #84 holding.
  • Brown Wealth Management first reported a position in NEOS Gold High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 25 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.