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
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

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

CAP Partners LLC's IAUI Position: Q2 2026 in Review

CAP Partners LLC increased its NEOS Gold High Income ETF (IAUI) stake by 25% in Q2 2026, buying an estimated $86.4K and bringing the position to 7,789 shares worth $377K. The position accounts for 0.18% of the portfolio, ranked #110.

CAP Partners LLC first reported a position in IAUI in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • CAP Partners LLC held 7,789 shares of NEOS Gold High Income ETF worth $377K as of Q2 2026.
  • CAP Partners LLC bought 1,577 NEOS Gold High Income ETF shares in Q2 2026, an estimated $86.4K.
  • NEOS Gold High Income ETF made up 0.18% of CAP Partners LLC's portfolio in Q2 2026, its #110 holding.
  • CAP Partners LLC first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on CAP Partners LLC's 13F filing for Q2 2026, filed 30 Jul 2026.