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 Q2	$330K	Buy	+6,802	New	+$373K	0.07%	101

Other funds holding IAUI

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return

Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return

Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

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

Brown Wealth Management opened a new position in NEOS Gold High Income ETF (IAUI) in Q2 2026: 6,802 shares worth $330K. The stake represents 0.07% of the portfolio and ranks #101 among its holdings.

10 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

Brown Wealth Management held 6,802 shares of NEOS Gold High Income ETF worth $330K as of Q2 2026.
NEOS Gold High Income ETF was a new Brown Wealth Management position in Q2 2026.
NEOS Gold High Income ETF made up 0.07% of Brown Wealth Management's portfolio in Q2 2026, its #101 holding.
10 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Brown Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.