Kingsview Wealth Management
IAUI icon

Kingsview Wealth Management’s NEOS Gold High Income ETF IAUI Stock Holding History

Kingsview Wealth Management’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 		$231K Buy
4,762
+630
+15% +$34.5K ﹤0.01% 1297
2026
Q1 		$235K Buy
+4,132
New +$248K ﹤0.01% 1189

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Stratos Wealth Partners
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MS
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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return
AE Wealth Management
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Kingsview Wealth Management's IAUI Position: Q2 2026 in Review

Kingsview Wealth Management increased its NEOS Gold High Income ETF (IAUI) stake by 15% in Q2 2026, buying an estimated $34.5K and bringing the position to 4,762 shares worth $231K. The position accounts for ﹤0.01% of the portfolio, ranked #1297.

Kingsview Wealth Management first reported a position in IAUI in Q1 2026 and has held it in 2 quarters since. The position peaked at $235K in Q1 2026. 64 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Kingsview Wealth Management held 4,762 shares of NEOS Gold High Income ETF worth $231K as of Q2 2026.
  • Kingsview Wealth Management bought 630 NEOS Gold High Income ETF shares in Q2 2026, an estimated $34.5K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q2 2026, its #1297 holding.
  • Kingsview Wealth Management first reported a position in NEOS Gold High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • Kingsview Wealth Management's NEOS Gold High Income ETF position peaked at $235K in Q1 2026.
  • 64 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.