IAUI Institutional Ownership & Shareholders
NEOS GOLD HIGH INCOME ETF (IAUI) is currently held by 70 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $77.36M based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Foguth Wealth Management, Llc. is currently the largest disclosed institutional shareholder of IAUI tracked by InsiderSet, reporting ownership valued at approximately $13.91M in its September 30, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $12.89M, representing an estimated loss of -7.32% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 72% of the total disclosed IAUI value among the investors covered in this analysis. Major shareholders include Foguth Wealth Management, Llc., Private Advisor Group, Llc, Royal Bank Of Canada, and several other long-term asset managers with concentrated positions in NEOS GOLD HIGH INCOME ETF (IAUI).
This page ranks the largest institutional IAUI shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
70
Total Reported Value
$77.36M
Largest Holder
Foguth Wealth Management, Llc.
Largest Position
$13.91M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
81
Funds Exiting Positions
1
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Foguth Wealth Management, Llc. | 1.41% | 286,608 | $13,909,088 | $12,891,628 | -$1,017,460 | -7.32% | |
| Private Advisor Group, Llc | 0.05% | 242,820 | $11,764,656 | $10,922,044 | -$842,612 | -7.16% | |
| Royal Bank Of Canada | 0.00% | 239,794 | $11,618,000 | $10,785,934 | -$832,066 | -7.16% | |
| Lpl Financial Llc | 0.00% | 115,326 | $5,587,535 | $5,187,363 | -$400,172 | -7.16% | |
| Prevail Innovative Wealth Advisors, Llc | 0.40% | 64,636 | $3,087,015 | $2,907,327 | -$179,688 | -5.82% | |
| Farther Finance Advisors, Llc | 0.02% | 43,873 | $2,119,943 | $1,973,408 | -$146,535 | -6.91% | |
| Madden Securities Corp | 0.56% | 43,475 | $2,100,705 | $1,955,505 | -$145,200 | -6.91% | |
| Stratos Wealth Partners, Ltd. | 0.02% | 42,591 | $2,063,549 | $1,915,743 | -$147,806 | -7.16% | |
| Integrity Wealth Partners, Llc | 1.40% | 37,334 | $1,803,958 | $1,679,283 | -$124,675 | -6.91% | |
| Pfg Advisors | 0.08% | 31,863 | $1,539,607 | $1,433,198 | -$106,409 | -6.91% | |
| New England Private Wealth Advisors Llc | 0.14% | 31,259 | $1,510,449 | $1,406,030 | -$104,419 | -6.91% | |
| Hofer & Associates. Inc | 1.00% | 29,759 | $1,437,957 | $1,338,560 | -$99,397 | -6.91% | |
| Red Crane Wealth Management, Llc | 1.00% | 29,759 | $1,437,957 | $1,338,560 | -$99,397 | -6.91% | |
| Belvedere Trading Llc | 0.08% | 21,021 | $1,018,467 | $945,525 | -$72,942 | -7.16% | |
| Stifel Financial Corp | 0.00% | 20,114 | $974,718 | $904,728 | -$69,990 | -7.18% | |
| Sepio Capital, Lp | 0.04% | 19,297 | $932,450 | $867,979 | -$64,471 | -6.91% | |
| Coastal Bridge Advisors, Llc | 0.05% | 17,535 | $849,584 | $788,724 | -$60,860 | -7.16% | |
| Compound Planning, Inc. | 0.02% | 16,512 | $800,005 | $742,710 | -$57,295 | -7.16% | |
| Sbi Securities Co., Ltd. | 0.02% | 16,555 | $799,938 | $744,644 | -$55,294 | -6.91% | |
| Hub Investment Partners, Llc | 0.01% | 15,504 | $751,169 | $697,370 | -$53,799 | -7.16% | |
| Diversify Advisory Services, Llc | 0.01% | 12,506 | $607,810 | $562,520 | -$45,290 | -7.45% | |
| Diversify Wealth Management, Llc | 0.01% | 12,506 | $607,810 | $562,520 | -$45,290 | -7.45% | |
| Creative Planning | 0.00% | 10,068 | $486,480 | $452,859 | -$33,621 | -6.91% | |
| Entrewealth, Llc | 0.17% | 10,000 | $483,200 | $449,800 | -$33,400 | -6.91% | |
| Brown Wealth Management, Llc | 0.11% | 9,999 | $483,145 | $449,755 | -$33,390 | -6.91% | |
| Cresset Asset Management, Llc | 0.00% | 9,516 | $461,050 | $428,030 | -$33,020 | -7.16% | |
| Cap Partners, Llc | 0.21% | 9,403 | $454,340 | $422,947 | -$31,393 | -6.91% | |
| Xml Financial, Llc | 0.03% | 9,204 | $444,737 | $413,996 | -$30,741 | -6.91% | |
| Herbst Group, Llc | 0.25% | 9,124 | $440,848 | $410,398 | -$30,450 | -6.91% | |
| Commonwealth Equity Services, Llc | 0.00% | 9,045 | $437,040 | $406,844 | -$30,196 | -6.91% | |
| Newedge Advisors, Llc | 0.00% | 8,714 | $422,197 | $391,956 | -$30,241 | -7.16% | |
| Great Valley Advisor Group, Inc. | 0.01% | 8,650 | $418,671 | $389,077 | -$29,594 | -7.07% | |
| Thryve Wealth Management Llc | 0.23% | 8,410 | $406,392 | $378,282 | -$28,110 | -6.92% | |
| Bcs Wealth Management | 0.07% | 7,913 | $383,386 | $355,927 | -$27,459 | -7.16% | |
| Integrated Wealth Concepts Llc | 0.00% | 7,653 | $370,793 | $344,232 | -$26,561 | -7.16% | |
| Kestra Advisory Services, Llc | 0.00% | 6,915 | $334,131 | $311,037 | -$23,094 | -6.91% | |
| Strategic Wealth Partners, Ltd. | 0.02% | 6,218 | $301,262 | $279,686 | -$21,576 | -7.16% | |
| Wealthcare Advisory Partners Llc | 0.01% | 6,211 | $300,121 | $279,371 | -$20,750 | -6.91% | |
| Hbw Advisory Services Llc | 0.03% | 6,112 | $295,332 | $274,918 | -$20,414 | -6.91% | |
| Signature Estate & Investment Advisors Llc | 0.01% | 5,984 | $289,147 | $269,160 | -$19,987 | -6.91% | |
| Steward Partners Investment Advisory, Llc | 0.00% | 5,830 | $282,464 | $262,233 | -$20,231 | -7.16% | |
| Avidian Wealth Enterprises, Llc | 0.01% | 5,430 | $262,378 | $244,241 | -$18,137 | -6.91% | |
| Jane Street Group, Llc | 0.00% | 5,326 | $258,045 | $239,563 | -$18,482 | -7.16% | |
| Jaffetilchin Investment Partners, Llc | 0.01% | 4,799 | $232,509 | $215,859 | -$16,650 | -7.16% | |
| Kingsview Wealth Management, Llc | 0.00% | 4,762 | $230,719 | $214,195 | -$16,524 | -7.16% | |
| Wealthplan Investment Management, Llc | 0.01% | 4,541 | $219,421 | $204,254 | -$15,167 | -6.91% | |
| Zega Investments, Llc | 0.03% | 4,274 | $207,075 | $192,245 | -$14,830 | -7.16% | |
| Mml Investors Services, Llc | 0.00% | 4,258 | $206,281 | $191,525 | -$14,756 | -7.15% | |
| Efg International Ag | 0.00% | 4,170 | $202,787 | $187,567 | -$15,220 | -7.51% | |
| Cwm, Llc | 0.00% | 2,280 | $129,664 | $102,554 | -$27,110 | -20.91% |
Frequently asked questions about IAUI
Who are the largest institutional holders of IAUI?
The largest institutional holders of IAUI reported in the latest SEC Form 13F filings include Foguth Wealth Management, Llc., Private Advisor Group, Llc, Royal Bank Of Canada, Lpl Financial Llc, and Prevail Innovative Wealth Advisors, Llc. InsiderSet ranks institutional holders by their latest reported IAUI position.
What is IAUI institutional ownership?
This page tracks IAUI positions reported by institutional investment managers through SEC Form 13F. NEOS GOLD HIGH INCOME ETF (IAUI) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IAUI?
InsiderSet currently tracks 70 institutional managers reporting IAUI holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IAUI shareholders.
How much IAUI stock do institutions own?
Institutional investment managers disclosed approximately $77.36M in IAUI holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IAUI institutional ownership last updated?
The latest IAUI institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IAUI holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IAUI position after the reporting date.
Are institutions buying or selling IAUI?
Institutional buying and selling can be analyzed by comparing IAUI positions across consecutive 13F reporting periods. InsiderSet's IAUI Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IAUI ownership changes.
How has IAUI institutional ownership changed over time?
InsiderSet tracks IAUI institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.