Diversify Wealth Management’s NEOS Gold High Income ETF IAUI Stock Holding History

Diversify Wealth 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	$980K	Buy	+19,970	New	+$1.09M	0.02%	639

Other funds holding IAUI

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

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

Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Diversify Wealth Management's IAUI Position: Q2 2026 in Review

Diversify Wealth Management opened a new position in NEOS Gold High Income ETF (IAUI) in Q2 2026: 19,970 shares worth $980K. The stake represents 0.02% of the portfolio and ranks #639 among its holdings.

27 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

Diversify Wealth Management held 19,970 shares of NEOS Gold High Income ETF worth $980K as of Q2 2026.
NEOS Gold High Income ETF was a new Diversify Wealth Management position in Q2 2026.
NEOS Gold High Income ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #639 holding.
27 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.