CI
IAUI

CX Institutional’s NEOS Gold High Income ETF IAUI Stock Holding History

CX Institutional’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 		– Sell
-115
Closed -$6K – 1686
2025
Q4 		$6K Buy
+115
New +$6.3K ﹤0.01% 1257

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 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 $333M AUM 17.88% 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 $122M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

CX Institutional's IAUI Position: Q1 2026 in Review

CX Institutional sold out of NEOS Gold High Income ETF (IAUI) in Q1 2026, closing a stake of 115 shares — an estimated $6K sold.

CX Institutional first reported a position in IAUI in Q4 2025 and held it in 1 quarter. The position peaked at $6K in Q4 2025. 43 funds tracked by Wall St. Rank hold IAUI as of Q1 2026.

  • CX Institutional reported no remaining NEOS Gold High Income ETF position as of Q1 2026 after selling out during the quarter.
  • CX Institutional sold 115 NEOS Gold High Income ETF shares in Q1 2026, an estimated $6K.
  • CX Institutional first reported a position in NEOS Gold High Income ETF in Q4 2025 and held it in 1 quarter.
  • CX Institutional's NEOS Gold High Income ETF position peaked at $6K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q1 2026.

Based on CX Institutional's 13F filing for Q1 2026, filed 6 Apr 2026.