CAL
IAUI

Capital Analysts LLC’s NEOS Gold High Income ETF IAUI Stock Holding History

Capital Analysts 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 		$5K Hold
98
– – ﹤0.01% 1409
2026
Q1 		$6K Buy
+98
New +$5.88K ﹤0.01% 1349

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

Capital Analysts LLC's IAUI Position: Q2 2026 in Review

Capital Analysts LLC held its NEOS Gold High Income ETF (IAUI) position steady in Q2 2026 at 98 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #1409.

Capital Analysts LLC first reported a position in IAUI in Q1 2026 and has held it in 2 quarters since. The position peaked at $6K in Q1 2026. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Capital Analysts LLC held 98 shares of NEOS Gold High Income ETF worth $5K as of Q2 2026.
  • Capital Analysts LLC left its NEOS Gold High Income ETF share count unchanged in Q2 2026.
  • NEOS Gold High Income ETF made up ﹤0.01% of Capital Analysts LLC's portfolio in Q2 2026, its #1409 holding.
  • Capital Analysts LLC first reported a position in NEOS Gold High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Capital Analysts LLC's NEOS Gold High Income ETF position peaked at $6K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Capital Analysts LLC's 13F filing for Q2 2026, filed 5 Aug 2026.