Diversify Advisory Services
IAUI icon

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

Diversify Advisory Services’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 		$608K Sell
12,506
-7,464
-37% -$375K 0.01% 847
2026
Q2 		$980K Buy
+19,970
New +$1.09M 0.02% 639

Other funds holding IAUI

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $129M AUM
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
HA
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Diversify Wealth Management
Diversify Wealth Management Sandy, Utah $6.69B AUM 22.4% 1-Year Est. Return
E
EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

Diversify Advisory Services's IAUI Position: Q3 2026 in Review

Diversify Advisory Services reduced its NEOS Gold High Income ETF (IAUI) stake by 37% in Q3 2026, selling an estimated $375K and leaving 12,506 shares worth $608K. The position accounts for 0.01% of the portfolio, ranked #847.

Diversify Advisory Services first reported a position in IAUI in Q2 2026 and has held it in 2 quarters since. The position peaked at $980K in Q2 2026. 22 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • Diversify Advisory Services held 12,506 shares of NEOS Gold High Income ETF worth $608K as of Q3 2026.
  • Diversify Advisory Services sold 7,464 NEOS Gold High Income ETF shares in Q3 2026, an estimated $375K.
  • NEOS Gold High Income ETF made up 0.01% of Diversify Advisory Services's portfolio in Q3 2026, its #847 holding.
  • Diversify Advisory Services first reported a position in NEOS Gold High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Diversify Advisory Services's NEOS Gold High Income ETF position peaked at $980K in Q2 2026.
  • 22 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.