Great Valley Advisor Group’s NEOS Gold High Income ETF IAUI Stock Holding History

Great Valley Advisor Group’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	$419K	Buy	+8,650	New	+$474K	0.01%	772

Other funds holding IAUI

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 San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Great Valley Advisor Group's IAUI Position: Q2 2026 in Review

Great Valley Advisor Group opened a new position in NEOS Gold High Income ETF (IAUI) in Q2 2026: 8,650 shares worth $419K. The stake represents 0.01% of the portfolio and ranks #772 among its holdings.

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

Great Valley Advisor Group held 8,650 shares of NEOS Gold High Income ETF worth $419K as of Q2 2026.
NEOS Gold High Income ETF was a new Great Valley Advisor Group position in Q2 2026.
NEOS Gold High Income ETF made up 0.01% of Great Valley Advisor Group's portfolio in Q2 2026, its #772 holding.
63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Great Valley Advisor Group's 13F filing for Q2 2026, filed 10 Aug 2026.