Osaic Holdings
IAUI

Osaic Holdings’s NEOS Gold High Income ETF IAUI Stock Holding History

Osaic Holdings’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 		– Sell
-250
Closed -$14K – 8143
2025
Q4 		$14K Buy
+250
New +$13.7K ﹤0.01% 6119

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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 $360M AUM 16.47% 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 $136M AUM 18.56% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Osaic Holdings's IAUI Position: Q1 2026 in Review

Osaic Holdings sold out of NEOS Gold High Income ETF (IAUI) in Q1 2026, closing a stake of 250 shares — an estimated $14K sold.

Osaic Holdings first reported a position in IAUI in Q4 2025 and held it in 1 quarter. The position peaked at $14K in Q4 2025. 43 funds tracked by Wall St. Rank hold IAUI as of Q1 2026.

  • Osaic Holdings reported no remaining NEOS Gold High Income ETF position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 250 NEOS Gold High Income ETF shares in Q1 2026, an estimated $14K.
  • Osaic Holdings first reported a position in NEOS Gold High Income ETF in Q4 2025 and held it in 1 quarter.
  • Osaic Holdings's NEOS Gold High Income ETF position peaked at $14K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.