Creative Planning
IAUI icon

Creative Planning’s NEOS Gold High Income ETF IAUI Stock Holding History

Creative Planning’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 		$386K Buy
7,972
+1,528
+24% +$83.7K ﹤0.01% 3387
2026
Q1 		$366K Buy
6,444
+2,179
+51% +$131K ﹤0.01% 3265
2025
Q4 		$238K Buy
+4,265
New +$234K ﹤0.01% 3415

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 $14.2B AUM 18.33% 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 $143M AUM 13.63% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Creative Planning's IAUI Position: Q2 2026 in Review

Creative Planning increased its NEOS Gold High Income ETF (IAUI) stake by 24% in Q2 2026, buying an estimated $83.7K and bringing the position to 7,972 shares worth $386K. The position accounts for ﹤0.01% of the portfolio, ranked #3387.

Creative Planning first reported a position in IAUI in Q4 2025 and has held it in 3 quarters since. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Creative Planning held 7,972 shares of NEOS Gold High Income ETF worth $386K as of Q2 2026.
  • Creative Planning bought 1,528 NEOS Gold High Income ETF shares in Q2 2026, an estimated $83.7K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3387 holding.
  • Creative Planning first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.