XML Financial’s NEOS Gold High Income ETF IAUI Stock Holding History

XML Financial’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	$445K	Buy	+9,204	New	+$462K	0.03%	304

Other funds holding IAUI

Cornerstone Advisory Hunt Valley, Maryland $1.29B AUM 13.16% 1-Year Est. Return

Foguth Wealth Management Brighton, Michigan $986M AUM 11.51% 1-Year Est. Return

Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Prevail Innovative Wealth Advisors Leawood, Kansas $776M AUM 12.78% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Madden Securities Dallas, Texas $378M AUM 15.15% 1-Year Est. Return

Integrity Wealth Partners Walnut Creek, California $129M AUM

PFG Advisors Phoenix, Arizona $1.96B AUM 19.12% 1-Year Est. Return

XML Financial's IAUI Position: Q3 2026 in Review

XML Financial opened a new position in NEOS Gold High Income ETF (IAUI) in Q3 2026: 9,204 shares worth $445K. The stake represents 0.03% of the portfolio and ranks #304 among its holdings.

59 funds tracked by Wall St. Rank hold IAUI as of Q3 2026.

XML Financial held 9,204 shares of NEOS Gold High Income ETF worth $445K as of Q3 2026.
NEOS Gold High Income ETF was a new XML Financial position in Q3 2026.
NEOS Gold High Income ETF made up 0.03% of XML Financial's portfolio in Q3 2026, its #304 holding.
59 funds tracked by Wall St. Rank held NEOS Gold High Income ETF as of Q3 2026.

Based on XML Financial's 13F filing for Q3 2026, filed 29 Oct 2026.