Creative Planning
IAUI

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
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
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

Creative Planning's IAUI Position: Q1 2026 in Review

Creative Planning increased its NEOS Gold High Income ETF (IAUI) stake by 51% in Q1 2026, buying an estimated $131K and bringing the position to 6,444 shares worth $366K. The position accounts for ﹤0.01% of the portfolio, ranked #3265.

Creative Planning 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.

  • Creative Planning held 6,444 shares of NEOS Gold High Income ETF worth $366K as of Q1 2026.
  • Creative Planning bought 2,179 NEOS Gold High Income ETF shares in Q1 2026, an estimated $131K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #3265 holding.
  • Creative Planning 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 Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.