Steward Partners Investment Advisory’s NEOS Gold High Income ETF IAUI Stock Holding History

Steward Partners Investment Advisory’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	$273K	Buy	+4,805	New	+$288K	﹤0.01%	1847

Other funds holding IAUI

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Madden Securities Dallas, Texas $333M AUM 17.88% 1-Year Est. Return

IWP

Integrity Wealth Partners Walnut Creek, California $111M AUM

PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return

RCWM

Red Crane Wealth Management San Francisco, California $122M AUM 14.77% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Steward Partners Investment Advisory's IAUI Position: Q1 2026 in Review

Steward Partners Investment Advisory opened a new position in NEOS Gold High Income ETF (IAUI) in Q1 2026: 4,805 shares worth $273K. The stake represents ﹤0.01% of the portfolio and ranks #1847 among its holdings.

43 funds tracked by Wall St. Rank hold IAUI as of Q1 2026.

Steward Partners Investment Advisory held 4,805 shares of NEOS Gold High Income ETF worth $273K as of Q1 2026.
NEOS Gold High Income ETF was a new Steward Partners Investment Advisory position in Q1 2026.
NEOS Gold High Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1847 holding.
43 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q1 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.