KWA
IAUI

Kingswood Wealth Advisors’s NEOS Gold High Income ETF IAUI Stock Holding History

Kingswood Wealth Advisors’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
Q1 		$569K Buy
+10,012
New +$600K 0.03% 514

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return
IWP
Integrity Wealth Partners Walnut Creek, California $111M AUM
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kingswood Wealth Advisors's IAUI Position: Q1 2026 in Review

Kingswood Wealth Advisors opened a new position in NEOS Gold High Income ETF (IAUI) in Q1 2026: 10,012 shares worth $569K. The stake represents 0.03% of the portfolio and ranks #514 among its holdings.

43 funds tracked by Wall St. Rank hold IAUI as of Q1 2026.

  • Kingswood Wealth Advisors held 10,012 shares of NEOS Gold High Income ETF worth $569K as of Q1 2026.
  • NEOS Gold High Income ETF was a new Kingswood Wealth Advisors position in Q1 2026.
  • NEOS Gold High Income ETF made up 0.03% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #514 holding.
  • 43 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.