Integrated Wealth Concepts’s NEOS Gold High Income ETF IAUI Stock Holding History

Integrated Wealth Concepts’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	$371K	Buy	+7,653	New	+$419K	﹤0.01%	1856

Other funds holding IAUI

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $9.9B AUM 28.91% 1-Year Est. Return

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

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

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

AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return

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

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

Integrated Wealth Concepts's IAUI Position: Q2 2026 in Review

Integrated Wealth Concepts opened a new position in NEOS Gold High Income ETF (IAUI) in Q2 2026: 7,653 shares worth $371K. The stake represents ﹤0.01% of the portfolio and ranks #1856 among its holdings.

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

Integrated Wealth Concepts held 7,653 shares of NEOS Gold High Income ETF worth $371K as of Q2 2026.
NEOS Gold High Income ETF was a new Integrated Wealth Concepts position in Q2 2026.
NEOS Gold High Income ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1856 holding.
66 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.