Cresset Asset Management’s NEOS Gold High Income ETF IAUI Stock Holding History

Cresset Asset Management’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	$461K	Sell	9,516 -4,345	-31%	-$238K	﹤0.01%	1197
2026 Q1	$788K	Buy	13,861 +376	+3%	+$22.5K	﹤0.01%	885
2025 Q4	$754K	Sell	13,485 -378	-3%	-$20.7K	﹤0.01%	904
2025 Q3	$725K	Buy	+13,863	New	+$695K	﹤0.01%	875

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

Cresset Asset Management's IAUI Position: Q2 2026 in Review

Cresset Asset Management reduced its NEOS Gold High Income ETF (IAUI) stake by 31% in Q2 2026, selling an estimated $238K and leaving 9,516 shares worth $461K. The position accounts for ﹤0.01% of the portfolio, ranked #1197.

Cresset Asset Management first reported a position in IAUI in Q3 2025 and has held it in 4 quarters since. The position peaked at $788K in Q1 2026. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

Cresset Asset Management held 9,516 shares of NEOS Gold High Income ETF worth $461K as of Q2 2026.
Cresset Asset Management sold 4,345 NEOS Gold High Income ETF shares in Q2 2026, an estimated $238K.
NEOS Gold High Income ETF made up ﹤0.01% of Cresset Asset Management's portfolio in Q2 2026, its #1197 holding.
Cresset Asset Management first reported a position in NEOS Gold High Income ETF in Q3 2025 and has held it in 4 quarters since.
Cresset Asset Management's NEOS Gold High Income ETF position peaked at $788K in Q1 2026.
63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.