SBI Securities
IAUI icon

SBI Securities’s NEOS Gold High Income ETF IAUI Stock Holding History

SBI Securities’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 		$800K Buy
16,555
+827
+5% +$41.5K 0.02% 327
2026
Q2 		$762K Buy
15,728
+9,429
+150% +$517K 0.02% 332
2026
Q1 		$358K Buy
+6,299
New +$378K 0.01% 479

Other funds holding IAUI

Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
Prevail Innovative Wealth Advisors
Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 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
Diversify Advisory Services
Diversify Advisory Services Sandy, Utah $6.69B AUM 18.85% 1-Year Est. Return

SBI Securities's IAUI Position: Q3 2026 in Review

SBI Securities increased its NEOS Gold High Income ETF (IAUI) stake by 5.3% in Q3 2026, buying an estimated $41.5K and bringing the position to 16,555 shares worth $800K. The position accounts for 0.02% of the portfolio, ranked #327.

SBI Securities first reported a position in IAUI in Q1 2026 and has held it in 3 quarters since. 25 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • SBI Securities held 16,555 shares of NEOS Gold High Income ETF worth $800K as of Q3 2026.
  • SBI Securities bought 827 NEOS Gold High Income ETF shares in Q3 2026, an estimated $41.5K.
  • NEOS Gold High Income ETF made up 0.02% of SBI Securities's portfolio in Q3 2026, its #327 holding.
  • SBI Securities first reported a position in NEOS Gold High Income ETF in Q1 2026 and has held it in 3 quarters since.
  • 25 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on SBI Securities's 13F filing for Q3 2026, filed 22 Oct 2026.