CBA
IAUI

Coastal Bridge Advisors’s NEOS Gold High Income ETF IAUI Stock Holding History

Coastal Bridge Advisors’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 		$970K Buy
17,056
+4,019
+31% +$241K 0.07% 221
2025
Q4 		$728K Buy
13,037
+3,882
+42% +$213K 0.05% 253
2025
Q3 		$479K Buy
+9,155
New +$459K 0.04% 304

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $333M AUM 17.88% 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 $122M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Coastal Bridge Advisors's IAUI Position: Q1 2026 in Review

Coastal Bridge Advisors increased its NEOS Gold High Income ETF (IAUI) stake by 31% in Q1 2026, buying an estimated $241K and bringing the position to 17,056 shares worth $970K. The position accounts for 0.07% of the portfolio, ranked #221.

Coastal Bridge Advisors first reported a position in IAUI in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold IAUI as of Q1 2026.

  • Coastal Bridge Advisors held 17,056 shares of NEOS Gold High Income ETF worth $970K as of Q1 2026.
  • Coastal Bridge Advisors bought 4,019 NEOS Gold High Income ETF shares in Q1 2026, an estimated $241K.
  • NEOS Gold High Income ETF made up 0.07% of Coastal Bridge Advisors's portfolio in Q1 2026, its #221 holding.
  • Coastal Bridge Advisors first reported a position in NEOS Gold High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q1 2026.

Based on Coastal Bridge Advisors's 13F filing for Q1 2026, filed 14 May 2026.