LPL Financial
IAUI

LPL Financial’s NEOS Gold High Income ETF IAUI Stock Holding History

LPL Financial’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 		$5.59M Buy
115,326
+55,177
+92% +$3.02M ﹤0.01% 2692
2026
Q1 		$3.42M Buy
+60,149
New +$3.61M ﹤0.01% 2984

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

LPL Financial's IAUI Position: Q2 2026 in Review

LPL Financial increased its NEOS Gold High Income ETF (IAUI) stake by 92% in Q2 2026, buying an estimated $3.02M and bringing the position to 115,326 shares worth $5.59M. The position accounts for ﹤0.01% of the portfolio, ranked #2692.

LPL Financial first reported a position in IAUI in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • LPL Financial held 115,326 shares of NEOS Gold High Income ETF worth $5.59M as of Q2 2026.
  • LPL Financial bought 55,177 NEOS Gold High Income ETF shares in Q2 2026, an estimated $3.02M.
  • NEOS Gold High Income ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2692 holding.
  • LPL Financial first reported a position in NEOS Gold High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.