Carson Wealth (CWM LLC)
IAUI

Carson Wealth (CWM LLC)’s NEOS Gold High Income ETF IAUI Stock Holding History

Carson Wealth (CWM 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 		$130K Buy
2,280
+409
+22% +$24.5K ﹤0.01% 3059
2025
Q4 		$105K Buy
+1,871
New +$102K ﹤0.01% 3030

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $360M AUM 16.47% 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 $136M AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Carson Wealth (CWM LLC)'s IAUI Position: Q1 2026 in Review

Carson Wealth (CWM LLC) increased its NEOS Gold High Income ETF (IAUI) stake by 22% in Q1 2026, buying an estimated $24.5K and bringing the position to 2,280 shares worth $130K. The position accounts for ﹤0.01% of the portfolio, ranked #3059.

Carson Wealth (CWM 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.

  • Carson Wealth (CWM LLC) held 2,280 shares of NEOS Gold High Income ETF worth $130K as of Q1 2026.
  • Carson Wealth (CWM LLC) bought 409 NEOS Gold High Income ETF shares in Q1 2026, an estimated $24.5K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #3059 holding.
  • Carson Wealth (CWM 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 Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.