Cornerstone Advisory’s NEOS Gold High Income ETF IAUI Stock Holding History

Cornerstone Advisory’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 Q3	$22.9M	Buy	+473,492	New	+$23.8M	1.78%	19

Other funds holding IAUI

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Cornerstone Advisory's IAUI Position: Q3 2026 in Review

Cornerstone Advisory opened a new position in NEOS Gold High Income ETF (IAUI) in Q3 2026: 473,492 shares worth $22.9M. The stake represents 1.78% of the portfolio and ranks #19 among its holdings.

46 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

Cornerstone Advisory held 473,492 shares of NEOS Gold High Income ETF worth $22.9M as of Q3 2026.
NEOS Gold High Income ETF was a new Cornerstone Advisory position in Q3 2026.
NEOS Gold High Income ETF made up 1.78% of Cornerstone Advisory's portfolio in Q3 2026, its #19 holding.
46 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.