UBS Group
IAUI

UBS Group’s NEOS Gold High Income ETF IAUI Stock Holding History

UBS Group’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 		$114K Buy
+2,349
New +$129K ﹤0.01% 7116
2026
Q1 		– Sell
-10,246
Closed -$573K – 11605
2025
Q4 		$573K Buy
10,246
+9,566
+1,407% +$524K ﹤0.01% 5998
2025
Q3 		$35.6K Buy
+680
New +$34.1K ﹤0.01% 7789

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

UBS Group's IAUI Position: Q2 2026 in Review

UBS Group opened a new position in NEOS Gold High Income ETF (IAUI) in Q2 2026: 2,349 shares worth $114K. The stake represents ﹤0.01% of the portfolio and ranks #7116 among its holdings. This is a return to the name: UBS Group previously reported a position in IAUI as recently as Q4 2025.

UBS Group first reported a position in IAUI in Q3 2025 and has held it in 3 quarters since. The position peaked at $573K in Q4 2025. 63 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

  • UBS Group held 2,349 shares of NEOS Gold High Income ETF worth $114K as of Q2 2026.
  • NEOS Gold High Income ETF was a new UBS Group position in Q2 2026.
  • NEOS Gold High Income ETF made up ﹤0.01% of UBS Group's portfolio in Q2 2026, its #7116 holding.
  • UBS Group first reported a position in NEOS Gold High Income ETF in Q3 2025 and has held it in 3 quarters since.
  • UBS Group's NEOS Gold High Income ETF position peaked at $573K in Q4 2025.
  • 63 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.