WealthPlan Investment Management’s NEOS Gold High Income ETF IAUI Stock Holding History

WealthPlan Investment 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 Q2	$206K	Buy	+4,248	New	+$233K	0.01%	460

Other funds holding IAUI

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Kingswood Wealth Advisors San Diego, California $2.48B AUM 36.19% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.4B AUM 74.25% 1-Year Est. Return

Herbst Group Westport, Connecticut $183M AUM 40.22% 1-Year Est. Return

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

WealthPlan Investment Management's IAUI Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in NEOS Gold High Income ETF (IAUI) in Q2 2026: 4,248 shares worth $206K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings.

22 funds tracked by Wall St. Rank hold IAUI as of Q2 2026.

WealthPlan Investment Management held 4,248 shares of NEOS Gold High Income ETF worth $206K as of Q2 2026.
NEOS Gold High Income ETF was a new WealthPlan Investment Management position in Q2 2026.
NEOS Gold High Income ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #460 holding.
22 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.