KAS
IAUI

Kestra Advisory Services’s NEOS Gold High Income ETF IAUI Stock Holding History

Kestra 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
Q2 		$392K Buy
8,083
+3,606
+81% +$198K ﹤0.01% 2533
2026
Q1 		$255K Buy
4,477
+1,719
+62% +$103K ﹤0.01% 2765
2025
Q4 		$154K Buy
+2,758
New +$151K ﹤0.01% 3096

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
KWA
Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return
SS
SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return
HG
Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Kestra Advisory Services's IAUI Position: Q2 2026 in Review

Kestra Advisory Services increased its NEOS Gold High Income ETF (IAUI) stake by 81% in Q2 2026, buying an estimated $198K and bringing the position to 8,083 shares worth $392K. The position accounts for ﹤0.01% of the portfolio, ranked #2533.

Kestra Advisory Services first reported a position in IAUI in Q4 2025 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Kestra Advisory Services held 8,083 shares of NEOS Gold High Income ETF worth $392K as of Q2 2026.
  • Kestra Advisory Services bought 3,606 NEOS Gold High Income ETF shares in Q2 2026, an estimated $198K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2533 holding.
  • Kestra Advisory Services first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.