Hofer & Associates’s NEOS Gold High Income ETF IAUI Stock Holding History

Hofer & Associates’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	$1.44M	Buy	+29,759	New	+$1.49M	1%	32

Other funds holding IAUI

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

IWP

Integrity Wealth Partners Walnut Creek, California $129M AUM

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

RCWM

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

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

TWM

Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Hofer & Associates's IAUI Position: Q3 2026 in Review

Hofer & Associates opened a new position in NEOS Gold High Income ETF (IAUI) in Q3 2026: 29,759 shares worth $1.44M. The stake represents 1% of the portfolio and ranks #32 among its holdings.

13 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

Hofer & Associates held 29,759 shares of NEOS Gold High Income ETF worth $1.44M as of Q3 2026.
NEOS Gold High Income ETF was a new Hofer & Associates position in Q3 2026.
NEOS Gold High Income ETF made up 1% of Hofer & Associates's portfolio in Q3 2026, its #32 holding.
13 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Hofer & Associates's 13F filing for Q3 2026, filed 13 Oct 2026.