IFG
IAUI

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

Independent Financial 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 		– Sell
-3,620
Closed -$206K – 1649
2026
Q1 		$206K Buy
+3,620
New +$217K ﹤0.01% 1367

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

Independent Financial Group's IAUI Position: Q2 2026 in Review

Independent Financial Group sold out of NEOS Gold High Income ETF (IAUI) in Q2 2026, closing a stake of 3,620 shares — an estimated $206K sold.

Independent Financial Group first reported a position in IAUI in Q1 2026 and held it in 1 quarter. The position peaked at $206K in Q1 2026. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Independent Financial Group reported no remaining NEOS Gold High Income ETF position as of Q2 2026 after selling out during the quarter.
  • Independent Financial Group sold 3,620 NEOS Gold High Income ETF shares in Q2 2026, an estimated $206K.
  • Independent Financial Group first reported a position in NEOS Gold High Income ETF in Q1 2026 and held it in 1 quarter.
  • Independent Financial Group's NEOS Gold High Income ETF position peaked at $206K in Q1 2026.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.