HAS
IAUI

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

HBW 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
Q2 		$301K Sell
6,212
-700
-10% -$38.4K 0.03% 380
2026
Q1 		$393K Buy
6,912
+3,114
+82% +$187K 0.04% 315
2025
Q4 		$212K Buy
+3,798
New +$208K 0.02% 399

Other funds holding IAUI

FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return
BWM
Brown Wealth Management Naperville, Illinois $447M AUM 16.94% 1-Year Est. Return
WAP
Wealthcare Advisory Partners West Chester, Pennsylvania $5.27B AUM 22.23% 1-Year Est. Return
IAIM
International Assets Investment Management Orlando, Florida $1.67B AUM 28.26% 1-Year Est. Return
SIC
Salem Investment Counselors Winston Salem, North Carolina $4.03B AUM 61.49% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
MSG
Main Street Group Glen Allen, Virginia $429M AUM 34.03% 1-Year Est. Return

HBW Advisory Services's IAUI Position: Q2 2026 in Review

HBW Advisory Services reduced its NEOS Gold High Income ETF (IAUI) stake by 10% in Q2 2026, selling an estimated $38.4K and leaving 6,212 shares worth $301K. The position accounts for 0.03% of the portfolio, ranked #380.

HBW Advisory Services first reported a position in IAUI in Q4 2025 and has held it in 3 quarters since. The position peaked at $393K in Q1 2026. 11 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • HBW Advisory Services held 6,212 shares of NEOS Gold High Income ETF worth $301K as of Q2 2026.
  • HBW Advisory Services sold 700 NEOS Gold High Income ETF shares in Q2 2026, an estimated $38.4K.
  • NEOS Gold High Income ETF made up 0.03% of HBW Advisory Services's portfolio in Q2 2026, its #380 holding.
  • HBW Advisory Services first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • HBW Advisory Services's NEOS Gold High Income ETF position peaked at $393K in Q1 2026.
  • 11 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on HBW Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.