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 Q3	$334K	Sell	6,915 -1,168	-14%	-$58.7K	﹤0.01%	2863
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

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

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

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

Integrity Wealth Partners Walnut Creek, California $129M AUM

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

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

Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Kestra Advisory Services's IAUI Position: Q3 2026 in Review

Kestra Advisory Services reduced its NEOS Gold High Income ETF (IAUI) stake by 14% in Q3 2026, selling an estimated $58.7K and leaving 6,915 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #2863.

Kestra Advisory Services first reported a position in IAUI in Q4 2025 and has held it in 4 quarters since. The position peaked at $392K in Q2 2026. 34 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

Kestra Advisory Services held 6,915 shares of NEOS Gold High Income ETF worth $334K as of Q3 2026.
Kestra Advisory Services sold 1,168 NEOS Gold High Income ETF shares in Q3 2026, an estimated $58.7K.
NEOS Gold High Income ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q3 2026, its #2863 holding.
Kestra Advisory Services first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 4 quarters since.
Kestra Advisory Services's NEOS Gold High Income ETF position peaked at $392K in Q2 2026.
34 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.