Newbridge Financial Services Group
IAUI icon

Newbridge Financial Services Group’s NEOS Gold High Income ETF IAUI Stock Holding History

Newbridge Financial Services Group’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 		$57.1K Hold
1,182
– – 0.01% 441
2026
Q2 		$57.3K Buy
1,182
+105
+10% +$5.75K 0.01% 456
2026
Q1 		$61.2K Buy
1,077
+573
+114% +$34.4K 0.01% 384
2025
Q4 		$28.2K Buy
+504
New +$27.6K ﹤0.01% 565

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Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return
Integrity Wealth Partners
Integrity Wealth Partners Walnut Creek, California $129M AUM
PFG Advisors
PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 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
Hofer & Associates
Hofer & Associates Thousand Oaks, California $143M AUM 11.29% 1-Year Est. Return
Red Crane Wealth Management
Red Crane Wealth Management San Francisco, California $143M AUM 13.63% 1-Year Est. Return
Sepio Capital
Sepio Capital Salt Lake City, Utah $2.5B AUM 20.77% 1-Year Est. Return

Newbridge Financial Services Group's IAUI Position: Q3 2026 in Review

Newbridge Financial Services Group held its NEOS Gold High Income ETF (IAUI) position steady in Q3 2026 at 1,182 shares worth $57.1K. The position accounts for 0.01% of the portfolio, ranked #441.

Newbridge Financial Services Group first reported a position in IAUI in Q4 2025 and has held it in 4 quarters since. The position peaked at $61.2K in Q1 2026. 29 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • Newbridge Financial Services Group held 1,182 shares of NEOS Gold High Income ETF worth $57.1K as of Q3 2026.
  • Newbridge Financial Services Group left its NEOS Gold High Income ETF share count unchanged in Q3 2026.
  • NEOS Gold High Income ETF made up 0.01% of Newbridge Financial Services Group's portfolio in Q3 2026, its #441 holding.
  • Newbridge Financial Services Group first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 4 quarters since.
  • Newbridge Financial Services Group's NEOS Gold High Income ETF position peaked at $61.2K in Q1 2026.
  • 29 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Newbridge Financial Services Group's 13F filing for Q3 2026, filed 15 Oct 2026.