CPL
IAUI

CAP Partners LLC’s NEOS Gold High Income ETF IAUI Stock Holding History

CAP Partners LLC’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
Q1 		$353K Buy
6,212
+2,463
+66% +$148K 0.2% 108
2025
Q4 		$210K Buy
+3,749
New +$205K 0.12% 140

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CAP Partners LLC's IAUI Position: Q1 2026 in Review

CAP Partners LLC increased its NEOS Gold High Income ETF (IAUI) stake by 66% in Q1 2026, buying an estimated $148K and bringing the position to 6,212 shares worth $353K. The position accounts for 0.2% of the portfolio, ranked #108.

CAP Partners LLC first reported a position in IAUI in Q4 2025 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold IAUI as of Q1 2026.

  • CAP Partners LLC held 6,212 shares of NEOS Gold High Income ETF worth $353K as of Q1 2026.
  • CAP Partners LLC bought 2,463 NEOS Gold High Income ETF shares in Q1 2026, an estimated $148K.
  • NEOS Gold High Income ETF made up 0.2% of CAP Partners LLC's portfolio in Q1 2026, its #108 holding.
  • CAP Partners LLC first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q1 2026.

Based on CAP Partners LLC's 13F filing for Q1 2026, filed 28 Apr 2026.