CAP Partners LLC
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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
Q3 		$454K Buy
9,403
+1,614
+21% +$81.1K 0.21% 99
2026
Q2 		$377K Buy
7,789
+1,577
+25% +$86.4K 0.18% 110
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

Foguth Wealth Management
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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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return

CAP Partners LLC's IAUI Position: Q3 2026 in Review

CAP Partners LLC increased its NEOS Gold High Income ETF (IAUI) stake by 21% in Q3 2026, buying an estimated $81.1K and bringing the position to 9,403 shares worth $454K. The position accounts for 0.21% of the portfolio, ranked #99.

CAP Partners LLC first reported a position in IAUI in Q4 2025 and has held it in 4 quarters since. 23 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • CAP Partners LLC held 9,403 shares of NEOS Gold High Income ETF worth $454K as of Q3 2026.
  • CAP Partners LLC bought 1,614 NEOS Gold High Income ETF shares in Q3 2026, an estimated $81.1K.
  • NEOS Gold High Income ETF made up 0.21% of CAP Partners LLC's portfolio in Q3 2026, its #99 holding.
  • CAP Partners LLC first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • 23 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on CAP Partners LLC's 13F filing for Q3 2026, filed 19 Oct 2026.