Osaic Holdings
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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
Q3 		$315K Buy
6,507
+4,960
+321% +$249K ﹤0.01% 4061
2026
Q2 		$75K Buy
+1,547
New +$84.8K ﹤0.01% 5178
2026
Q1 		– Sell
-250
Closed -$14K – 8143
2025
Q4 		$14K Buy
+250
New +$13.7K ﹤0.01% 6119

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Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return
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

Osaic Holdings's IAUI Position: Q3 2026 in Review

Osaic Holdings increased its NEOS Gold High Income ETF (IAUI) stake by 321% in Q3 2026, buying an estimated $249K and bringing the position to 6,507 shares worth $315K. The position accounts for ﹤0.01% of the portfolio, ranked #4061.

Osaic Holdings first reported a position in IAUI in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • Osaic Holdings held 6,507 shares of NEOS Gold High Income ETF worth $315K as of Q3 2026.
  • Osaic Holdings bought 4,960 NEOS Gold High Income ETF shares in Q3 2026, an estimated $249K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q3 2026, its #4061 holding.
  • Osaic Holdings first reported a position in NEOS Gold High Income ETF in Q4 2025 and has held it in 3 quarters since.
  • 58 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on Osaic Holdings's 13F filing for Q3 2026, filed 12 Nov 2026.