CIAS
IAUI

Capital Investment Advisory Services’s NEOS Gold High Income ETF IAUI Stock Holding History

Capital Investment Advisory Services’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 		$24.2K Buy
500
+400
+400% +$21.9K ﹤0.01% 1061
2026
Q1 		$5.69K Buy
+100
New +$6K ﹤0.01% 1112

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 Investment Advisory Services's IAUI Position: Q2 2026 in Review

Capital Investment Advisory Services increased its NEOS Gold High Income ETF (IAUI) stake by 400% in Q2 2026, buying an estimated $21.9K and bringing the position to 500 shares worth $24.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1061.

Capital Investment Advisory Services first reported a position in IAUI in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Capital Investment Advisory Services held 500 shares of NEOS Gold High Income ETF worth $24.2K as of Q2 2026.
  • Capital Investment Advisory Services bought 400 NEOS Gold High Income ETF shares in Q2 2026, an estimated $21.9K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Capital Investment Advisory Services's portfolio in Q2 2026, its #1061 holding.
  • Capital Investment Advisory Services first reported a position in NEOS Gold High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Capital Investment Advisory Services's 13F filing for Q2 2026, filed 23 Jul 2026.