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 Q3	$295K	Sell	6,112 -100	-2%	-$5.02K	0.03%	367
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

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return

Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

HBW Advisory Services's IAUI Position: Q3 2026 in Review

HBW Advisory Services reduced its NEOS Gold High Income ETF (IAUI) stake by 1.6% in Q3 2026, selling an estimated $5.02K and leaving 6,112 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #367.

HBW Advisory Services first reported a position in IAUI in Q4 2025 and has held it in 4 quarters since. The position peaked at $393K in Q1 2026. 30 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

HBW Advisory Services held 6,112 shares of NEOS Gold High Income ETF worth $295K as of Q3 2026.
HBW Advisory Services sold 100 NEOS Gold High Income ETF shares in Q3 2026, an estimated $5.02K.
NEOS Gold High Income ETF made up 0.03% of HBW Advisory Services's portfolio in Q3 2026, its #367 holding.
HBW Advisory Services first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 4 quarters since.
HBW Advisory Services's NEOS Gold High Income ETF position peaked at $393K in Q1 2026.
30 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on HBW Advisory Services's 13F filing for Q3 2026, filed 15 Oct 2026.