RCWM
IAUI

Red Crane Wealth Management’s NEOS Gold High Income ETF IAUI Stock Holding History

Red Crane Wealth Management’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 		$1.37M Buy
24,008
+575
+2% +$34.5K 1.12% 28
2025
Q4 		$1.31M Buy
23,433
+2,237
+11% +$123K 1.07% 31
2025
Q3 		$1.11M Buy
+21,196
New +$1.06M 0.94% 32

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
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $866M AUM 15.25% 1-Year Est. Return

Red Crane Wealth Management's IAUI Position: Q1 2026 in Review

Red Crane Wealth Management increased its NEOS Gold High Income ETF (IAUI) stake by 2.5% in Q1 2026, buying an estimated $34.5K and bringing the position to 24,008 shares worth $1.37M. The position accounts for 1.12% of the portfolio, ranked #28.

Red Crane Wealth Management first reported a position in IAUI in Q3 2025 and has held it in 3 quarters since. 43 funds tracked by Wall St. Rank hold IAUI as of Q1 2026.

  • Red Crane Wealth Management held 24,008 shares of NEOS Gold High Income ETF worth $1.37M as of Q1 2026.
  • Red Crane Wealth Management bought 575 NEOS Gold High Income ETF shares in Q1 2026, an estimated $34.5K.
  • NEOS Gold High Income ETF made up 1.12% of Red Crane Wealth Management's portfolio in Q1 2026, its #28 holding.
  • Red Crane Wealth Management first reported a position in NEOS Gold High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • 43 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q1 2026.

Based on Red Crane Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.