SPIA
IAUI

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
Q2 		$282K Buy
5,830
+1,025
+21% +$56.2K ﹤0.01% 2037
2026
Q1 		$273K Buy
+4,805
New +$288K ﹤0.01% 1847

Other funds holding IAUI

PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
MS
Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
PA
PFG Advisors Phoenix, Arizona $1.98B AUM 28.18% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
RCWM
Red Crane Wealth Management San Francisco, California $136M AUM 18.56% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

Steward Partners Investment Advisory's IAUI Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its NEOS Gold High Income ETF (IAUI) stake by 21% in Q2 2026, buying an estimated $56.2K and bringing the position to 5,830 shares worth $282K. The position accounts for ﹤0.01% of the portfolio, ranked #2037.

Steward Partners Investment Advisory first reported a position in IAUI in Q1 2026 and has held it in 2 quarters since. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • Steward Partners Investment Advisory held 5,830 shares of NEOS Gold High Income ETF worth $282K as of Q2 2026.
  • Steward Partners Investment Advisory bought 1,025 NEOS Gold High Income ETF shares in Q2 2026, an estimated $56.2K.
  • NEOS Gold High Income ETF made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #2037 holding.
  • Steward Partners Investment Advisory first reported a position in NEOS Gold High Income ETF in Q1 2026 and has held it in 2 quarters since.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.