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 Q2	$850K	Buy	17,535 +479	+3%	+$26.2K	0.05%	244
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 $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

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

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

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

Coastal Bridge Advisors's IAUI Position: Q2 2026 in Review

Coastal Bridge Advisors increased its NEOS Gold High Income ETF (IAUI) stake by 2.8% in Q2 2026, buying an estimated $26.2K and bringing the position to 17,535 shares worth $850K. The position accounts for 0.05% of the portfolio, ranked #244.

Coastal Bridge Advisors first reported a position in IAUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $970K in Q1 2026. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

Coastal Bridge Advisors held 17,535 shares of NEOS Gold High Income ETF worth $850K as of Q2 2026.
Coastal Bridge Advisors bought 479 NEOS Gold High Income ETF shares in Q2 2026, an estimated $26.2K.
NEOS Gold High Income ETF made up 0.05% of Coastal Bridge Advisors's portfolio in Q2 2026, its #244 holding.
Coastal Bridge Advisors first reported a position in NEOS Gold High Income ETF in Q3 2025 and has held it in 4 quarters since.
Coastal Bridge Advisors's NEOS Gold High Income ETF position peaked at $970K in Q1 2026.
63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Coastal Bridge Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.