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

HB 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 		– Sell
-3,605
Closed -$205K – 1800
2026
Q1 		$205K Buy
+3,605
New +$216K ﹤0.01% 1427

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PFG Advisors
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AE Wealth Management
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RCWM
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New England Private Wealth Advisors
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HB Wealth Management's IAUI Position: Q2 2026 in Review

HB Wealth Management sold out of NEOS Gold High Income ETF (IAUI) in Q2 2026, closing a stake of 3,605 shares — an estimated $205K sold.

HB Wealth Management first reported a position in IAUI in Q1 2026 and held it in 1 quarter. The position peaked at $205K in Q1 2026. 64 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • HB Wealth Management reported no remaining NEOS Gold High Income ETF position as of Q2 2026 after selling out during the quarter.
  • HB Wealth Management sold 3,605 NEOS Gold High Income ETF shares in Q2 2026, an estimated $205K.
  • HB Wealth Management first reported a position in NEOS Gold High Income ETF in Q1 2026 and held it in 1 quarter.
  • HB Wealth Management's NEOS Gold High Income ETF position peaked at $205K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.