Founders Financial Alliance
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Founders Financial Alliance’s NEOS Gold High Income ETF IAUI Stock Holding History

Founders Financial Alliance’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 		$18.5K Buy
381
+144
+61% +$7.89K ﹤0.01% 641
2026
Q1 		$13.5K Buy
+237
New +$14.2K ﹤0.01% 609
2025
Q4 		– Sell
-76
Closed -$3.98K – 739
2025
Q3 		$3.98K Buy
+76
New +$3.81K ﹤0.01% 662

Other funds holding IAUI

Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Stratos Wealth Partners
Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 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

Founders Financial Alliance's IAUI Position: Q2 2026 in Review

Founders Financial Alliance increased its NEOS Gold High Income ETF (IAUI) stake by 61% in Q2 2026, buying an estimated $7.89K and bringing the position to 381 shares worth $18.5K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Founders Financial Alliance first reported a position in IAUI in Q3 2025 and has held it in 3 quarters since. 64 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Founders Financial Alliance held 381 shares of NEOS Gold High Income ETF worth $18.5K as of Q2 2026.
  • Founders Financial Alliance bought 144 NEOS Gold High Income ETF shares in Q2 2026, an estimated $7.89K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Founders Financial Alliance's portfolio in Q2 2026, its #641 holding.
  • Founders Financial Alliance first reported a position in NEOS Gold High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 64 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.