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IAUI

NEOS Gold High Income ETF

Name Holding Trade Value Shares
Change
Change in
Stake
KAS
26
Kestra Advisory Services
Texas
$392K +$198K +3,606 +81%
Creative Planning
27
Creative Planning
Kansas
$386K +$83.7K +1,528 +24%
BWM
28
BCS Wealth Management
Tennessee
$383K +$112K +2,037 +35%
CPL
29
CAP Partners LLC
Tennessee
$377K +$86.4K +1,577 +25%
Commonwealth Equity Services
30
Commonwealth Equity Services
Massachusetts
$335K +$379K +6,914 New
BWM
31
Brown Wealth Management
Illinois
$330K +$373K +6,802 New
SWP
32
Strategic Wealth Partners
Ohio
$301K +$341K +6,218 New
HAS
33
HBW Advisory Services
California
$301K -$38.4K -700 -10%
SPIA
34
Steward Partners Investment Advisory
New York
$282K +$56.2K +1,025 +21%
Jane Street
35
Jane Street
New York
$258K +$292K +5,326 New
TWM
36
Thryve Wealth Management
Texas
$258K +$292K +5,321 New
KWM
37
Kingsview Wealth Management
Oregon
$231K +$34.5K +630 +15%
ZI
38
ZEGA Investments
Florida
$207K +$234K +4,274 New
MML Investors Services
39
MML Investors Services
Massachusetts
$206K +$233K +4,258 New
WIM
40
WealthPlan Investment Management
Nebraska
$206K +$233K +4,248 New
WAP
41
Wealthcare Advisory Partners
Pennsylvania
$206K +$233K +4,247 New
EI
42
EFG International
$203K
UBS Group
43
UBS Group
Switzerland
$114K +$129K +2,349 New
AF
44
Advisornet Financial
Minnesota
$77.5K +$87.7K +1,600 New
Osaic Holdings
45
Osaic Holdings
Arizona
$75K +$84.8K +1,547 New
IAAG
46
Innovative Asset Advisors Group
Connecticut
$67.8K
NFSG
47
Newbridge Financial Services Group
Florida
$57.3K +$5.75K +105 +10%
PA
48
Parallel Advisors
California
$53.7K +$60.8K +1,109 New
PTC
49
Private Trust Company
Ohio
$48.3K +$54.6K +996 New
Simplex Trading
50
Simplex Trading
Illinois
$38.4K -$58K -1,058 -57%