HG
IAUI

Herbst Group’s NEOS Gold High Income ETF IAUI Stock Holding History

Herbst 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 		$402K Buy
+8,307
New +$455K 0.22% 59

Other funds holding IAUI

PAG
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
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Herbst Group's IAUI Position: Q2 2026 in Review

Herbst Group opened a new position in NEOS Gold High Income ETF (IAUI) in Q2 2026: 8,307 shares worth $402K. The stake represents 0.22% of the portfolio and ranks #59 among its holdings.

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

  • Herbst Group held 8,307 shares of NEOS Gold High Income ETF worth $402K as of Q2 2026.
  • NEOS Gold High Income ETF was a new Herbst Group position in Q2 2026.
  • NEOS Gold High Income ETF made up 0.22% of Herbst Group's portfolio in Q2 2026, its #59 holding.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Herbst Group's 13F filing for Q2 2026, filed 9 Jul 2026.