WealthPlan Investment Management
IAUI icon

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
Q3 		$219K Buy
4,541
+293
+7% +$14.7K 0.01% 471
2026
Q2 		$206K Buy
+4,248
New +$233K 0.01% 460

Other funds holding IAUI

Cornerstone Advisory
Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return
Foguth Wealth Management
Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
MS
Madden Securities Dallas, Texas $378M AUM 15.15% 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

WealthPlan Investment Management's IAUI Position: Q3 2026 in Review

WealthPlan Investment Management increased its NEOS Gold High Income ETF (IAUI) stake by 6.9% in Q3 2026, buying an estimated $14.7K and bringing the position to 4,541 shares worth $219K. The position accounts for 0.01% of the portfolio, ranked #471.

WealthPlan Investment Management first reported a position in IAUI in Q2 2026 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

  • WealthPlan Investment Management held 4,541 shares of NEOS Gold High Income ETF worth $219K as of Q3 2026.
  • WealthPlan Investment Management bought 293 NEOS Gold High Income ETF shares in Q3 2026, an estimated $14.7K.
  • NEOS Gold High Income ETF made up 0.01% of WealthPlan Investment Management's portfolio in Q3 2026, its #471 holding.
  • WealthPlan Investment Management first reported a position in NEOS Gold High Income ETF in Q2 2026 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on WealthPlan Investment Management's 13F filing for Q3 2026, filed 15 Oct 2026.