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Neos Gold High Income ETF (IAUI)

CUSIP: 78433H550 | NYSE | 92 institutional holders

Quarters

Q3 2026Q2 2026Q1 2026Q4 2025Q3 2025
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Institutional Holders — Q3 2026

Cornerstone Advisory, LLC473,492
1.8% of portfolio›$22.9M
Foguth Wealth Management, Llc.286,608
1.4% of portfolio›$13.9M
LPL Financial LLC223,747
0.0% of portfolio›$10.8M
Prevail Innovative Wealth Advisors, LLC64,636
0.4% of portfolio›$3.1M
Farther Finance Advisors, LLC43,873
0.0% of portfolio›$2.1M
Madden Securities Corp43,475
0.6% of portfolio›$2.1M
Integrity Wealth Partners, LLC37,334
1.4% of portfolio›$1.8M
PFG Advisors31,863
0.1% of portfolio›$1.5M
New England Private Wealth Advisors LLC31,259
0.1% of portfolio›$1.5M
Hofer & Associates. Inc29,759
1.0% of portfolio›$1.4M
RED Crane Wealth Management, LLC29,759
1.0% of portfolio›$1.4M
Cambridge Investment Research Advisors, Inc.28,538
0.0% of portfolio›$1.4K
Compound Planning, Inc.21,457
0.0% of portfolio›$1.0M
Sepio Capital, LP19,297
0.0% of portfolio›$932.5K
SBI Securities Co., Ltd.16,555
0.0% of portfolio›$799.9K
Belvedere Trading LLC15,435
0.0% of portfolio›$745.8K
MSH Capital Advisors LLC15,290
0.1% of portfolio›$738.8K
Diversify Advisory Services, LLC12,506
0.0% of portfolio›$607.8K
Diversify Wealth Management, LLC12,506
0.0% of portfolio›$607.8K
HUB Investment Partners, LLC10,306
0.0% of portfolio›$498.0K
Creative Planning10,068
0.0% of portfolio›$486.5K
Entrewealth, LLC10,000
0.2% of portfolio›$483.2K
Brown Wealth Management, LLC9,999
0.1% of portfolio›$483.1K
Cap Partners, LLC9,403
0.2% of portfolio›$454.3K
XML Financial, LLC9,204
0.0% of portfolio›$444.7K
Herbst Group, LLC9,124
0.3% of portfolio›$440.8K
Commonwealth Equity Services, LLC9,045
0.0% of portfolio›$437.0K
Thryve Wealth Management LLC8,410
0.2% of portfolio›$406.4K
BCS Wealth Management7,913
0.1% of portfolio›$382.4K
Kestra Advisory Services, LLC6,915
0.0% of portfolio›$334.1K
Wealthcare Advisory Partners LLC6,211
0.0% of portfolio›$300.1K
HBW Advisory Services LLC6,112
0.0% of portfolio›$295.3K
Signature Estate & Investment Advisors LLC5,984
0.0% of portfolio›$289.1K
Avidian Wealth Enterprises, LLC5,430
0.0% of portfolio›$262.4K
WealthPlan Investment Management, LLC4,541
0.0% of portfolio›$219.4K
Parallel Advisors, LLC3,509
0.0% of portfolio›$169.6K
Rossby Financial, LCC2,528
0.0% of portfolio›$122.2K
Simplex Trading, LLC2,186
0.0% of portfolio›$105.6K
Private Trust Co NA1,308
0.0% of portfolio›$63.2K
Nfsg Corp1,182
0.0% of portfolio›$57.1K
US Bancorp \de\1,084
0.0% of portfolio›$52.4K
Latitude Advisors, LLC434
0.0% of portfolio›$21.0K
Angeles Wealth Management, LLC195
0.0% of portfolio›$9.4K
IFP Advisors, Inc100
0.0% of portfolio›$4.8K
Main Street Group, LTD100
0.0% of portfolio›$4.8K
Ashton Thomas Private Wealth, LLC43
0.0% of portfolio›$2.1K
StyleTurnoverLocationFiled
Cornerstone Advisory, LLC
473,492$22.9M1.8%ETFVery LowHunt Valley, MD2026-11-06
Foguth Wealth Management, Llc.
286,608$13.9M1.4%ETFHighBrighton, MI2026-10-19
LPL Financial LLC
223,747$10.8M0.0%IndexVery LowFort Mill, SC2026-11-06
Prevail Innovative Wealth Advisors, LLC
64,636$3.1M0.4%CoreVery HighLeawood, KS2026-10-20
Farther Finance Advisors, LLC
43,873$2.1M0.0%IndexLowSan Francisco, CA2026-10-08
Madden Securities Corp
43,475$2.1M0.6%GrowthMediumDallas, TX2026-10-27
Integrity Wealth Partners, LLC
37,334$1.8M1.4%ETFN/AWalnut Creek, CA2026-10-14
PFG Advisors
31,863$1.5M0.1%ETFMediumPhoenix, AZ2026-10-16
New England Private Wealth Advisors LLC
31,259$1.5M0.1%ETFVery LowWellesley, MA2026-10-19
Hofer & Associates. Inc
29,759$1.4M1.0%ETFHighThousand Oaks, CA2026-10-13
RED Crane Wealth Management, LLC
29,759$1.4M1.0%ETFLowSan Francisco, CA2026-10-14
Cambridge Investment Research Advisors, Inc.
28,538$1.4K0.0%ETFLowFairfield, IA2026-11-02
Compound Planning, Inc.
21,457$1.0M0.0%CoreLowNew York, NY2026-11-05
Sepio Capital, LP
19,297$932.5K0.0%ETFLowSalt Lake City, UT2026-10-22
SBI Securities Co., Ltd.
16,555$799.9K0.0%Agg GrowthLowTokyo, Mexico2026-10-22
Belvedere Trading LLC
15,435$745.8K0.0%Agg GrowthVery HighChicago, IL2026-11-05
MSH Capital Advisors LLC
15,290$738.8K0.1%CoreLowScottsdale, AZ2026-11-03
Diversify Advisory Services, LLC
12,506$607.8K0.0%GrowthLowSandy, UT2026-10-20
Diversify Wealth Management, LLC
12,506$607.8K0.0%GrowthMediumSandy, UT2026-10-20
HUB Investment Partners, LLC
10,306$498.0K0.0%GrowthLowAustin, TX2026-11-03
Creative Planning
10,068$486.5K0.0%IndexVery LowOverland Park, KS2026-11-02
Entrewealth, LLC
10,000$483.2K0.2%ETFLowAustin, TX2026-10-14
Brown Wealth Management, LLC
9,999$483.1K0.1%ETFMediumNaperville, IL2026-10-20
Cap Partners, LLC
9,403$454.3K0.2%ETFLowFranklin, TN2026-10-19
XML Financial, LLC
9,204$444.7K0.0%ETFLowBethesda, MD2026-10-29
Herbst Group, LLC
9,124$440.8K0.3%GrowthHighWestport, CT2026-10-20
Commonwealth Equity Services, LLC
9,045$437.0K0.0%ETFLowWaltham, MA2026-11-02
Thryve Wealth Management LLC
8,410$406.4K0.2%ETFLowIrving, TX2026-10-09
BCS Wealth Management
7,913$382.4K0.1%ETFVery LowJohnson City, TN2026-11-03
Kestra Advisory Services, LLC
6,915$334.1K0.0%CoreLowAustin, TX2026-11-02
Wealthcare Advisory Partners LLC
6,211$300.1K0.0%ETFLowWest Chester, PA2026-10-21
HBW Advisory Services LLC
6,112$295.3K0.0%ETFMediumSimi Valley, CA2026-10-15
Signature Estate & Investment Advisors LLC
5,984$289.1K0.0%ETFMediumLos Angeles, CA2026-10-13
Avidian Wealth Enterprises, LLC
5,430$262.4K0.0%ETFLowHouston, TX2026-10-08
WealthPlan Investment Management, LLC
4,541$219.4K0.0%GrowthMediumOmaha, NE2026-10-15
Parallel Advisors, LLC
3,509$169.6K0.0%IndexLowSan Francisco, CA2026-11-03
Rossby Financial, LCC
2,528$122.2K0.0%ETFMediumMelbourne, FL2026-11-05
Simplex Trading, LLC
2,186$105.6K0.0%CoreVery HighChicago, IL2026-11-04
Private Trust Co NA
1,308$63.2K0.0%CoreLowCleveland, OH2026-10-20
Nfsg Corp
1,182$57.1K0.0%Agg GrowthMediumBoca Raton, FL2026-10-15
US Bancorp \de\
1,084$52.4K0.0%IndexLowMinneapolis, MN2026-11-05
Latitude Advisors, LLC
434$21.0K0.0%ETFLowYorkville, IL2026-10-27
Angeles Wealth Management, LLC
195$9.4K0.0%ETFLowSanta Monica, CA2026-10-26
IFP Advisors, Inc
100$4.8K0.0%GrowthLowTampa, FL2026-10-16
Main Street Group, LTD
100$4.8K0.0%ETFMediumGlen Allen, VA2026-10-28
Ashton Thomas Private Wealth, LLC
43$2.1K0.0%CoreMediumScottsdale, AZ2026-11-03