IAUI Institutional Ownership
NEOS Gold High Income ETF
1W: -3.2%
1M: -5.7%
3M: -3.5%
YTD: -12.2%
1Y: -5.6%
$48.21
-0.20 (-0.41%)
Weekly Expected Move ±2.8%
$46
$47
$48
$50
$51
Overview
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Holdings
Changes
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Analysis
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Institutions
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Short Interest
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Institutional Ownership — IAUI
71
Institutional Holders
+23 vs prior quarter
0.0%
Ownership
+0.00pp
57M
Total Invested
28
New Positions
26
Increased
10
Reduced
5
Closed
1.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (74 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | Private Advisor Group, LLC | 242,820 | $12M | +5,320 | +2.2% | 2Q | SEC ↗ |
| 2 | ROYAL BANK OF CANADA | 239,794 | $12M | +182,017 | +315.0% | 3Q | SEC ↗ |
| 3 | LPL Financial LLC | 115,326 | $6M | +55,177 | +91.7% | 2Q | SEC ↗ |
| 4 | Stratos Wealth Partners, LTD. | 42,591 | $2M | +37,943 | +816.3% | 2Q | SEC ↗ |
| 5 | GFS Advisors, LLC NEW | 40,600 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 6 | MADDEN SECURITIES Corp | 39,440 | $2M | +1,233 | +3.2% | 5Q | SEC ↗ |
| 7 | Farther Finance Advisors, LLC | 38,098 | $2M | -3,520 | -8.5% | 3Q | SEC ↗ |
| 8 | Integrity Wealth Partners, LLC NEW | 34,756 | $2M | — | +0.0% | 1Q | SEC ↗ |
| 9 | PFG Advisors | 33,560 | $2M | +8,750 | +35.3% | 3Q | SEC ↗ |
| 10 | AE Wealth Management LLC | 31,581 | $2M | +22,138 | +234.4% | 2Q | SEC ↗ |
| 11 | RED CRANE WEALTH MANAGEMENT, LLC | 26,151 | $1M | +2,143 | +8.9% | 4Q | SEC ↗ |
| 12 | New England Private Wealth Advisors LL | 25,195 | $1M | +7,990 | +46.4% | 2Q | SEC ↗ |
| 13 | Cambridge Investment Research Advisors | 21,526 | $1M | +11,660 | +118.2% | 3Q | SEC ↗ |
| 14 | Belvedere Trading LLC | 21,021 | $1M | +20,059 | +2085.1% | 2Q | SEC ↗ |
| 15 | STIFEL FINANCIAL CORP | 20,114 | $970K | +875 | +4.5% | 3Q | SEC ↗ |
| 16 | DIVERSIFY WEALTH MANAGEMENT, LLC NEW | 19,970 | $963K | — | +0.0% | 1Q | SEC ↗ |
| 17 | Diversify Advisory Services, LLC NEW | 19,970 | $963K | — | +0.0% | 1Q | SEC ↗ |
| 18 | Coastal Bridge Advisors, LLC | 17,535 | $845K | +479 | +2.8% | 4Q | SEC ↗ |
| 19 | KINGSWOOD WEALTH ADVISORS, LLC | 17,452 | $841K | +7,440 | +74.3% | 2Q | SEC ↗ |
| 20 | Compound Planning, Inc. NEW | 16,512 | $796K | — | +0.0% | 1Q | SEC ↗ |
| 21 | SBI Securities Co., Ltd. | 15,728 | $758K | +9,429 | +149.7% | 2Q | SEC ↗ |
| 22 | HUB Investment Partners, LLC | 15,504 | $747K | -1,377 | -8.2% | 3Q | SEC ↗ |
| 23 | Cresset Asset Management, LLC | 9,516 | $459K | -4,345 | -31.3% | 4Q | SEC ↗ |
| 24 | NewEdge Advisors, LLC NEW | 8,714 | $420K | — | +0.0% | 1Q | SEC ↗ |
| 25 | GREAT VALLEY ADVISOR GROUP, INC. NEW | 8,650 | $417K | — | +0.0% | 1Q | SEC ↗ |
| 26 | HERBST GROUP, LLC NEW | 8,307 | $400K | — | +0.0% | 1Q | SEC ↗ |
| 27 | Kestra Advisory Services, LLC | 8,083 | $390K | +3,606 | +80.5% | 3Q | SEC ↗ |
| 28 | Creative Planning | 7,972 | $384K | +1,528 | +23.7% | 3Q | SEC ↗ |
| 29 | BCS Wealth Management | 7,913 | $381K | +2,037 | +34.7% | 3Q | SEC ↗ |
| 30 | CAP Partners, LLC | 7,789 | $376K | +1,577 | +25.4% | 3Q | SEC ↗ |
| 31 | Integrated Wealth Concepts LLC NEW | 7,653 | $369K | — | +0.0% | 1Q | SEC ↗ |
| 32 | COMMONWEALTH EQUITY SERVICES, LLC NEW | 6,914 | $333K | — | +0.0% | 1Q | SEC ↗ |
| 33 | BROWN WEALTH MANAGEMENT, LLC NEW | 6,802 | $328K | — | +0.0% | 1Q | SEC ↗ |
| 34 | Strategic Wealth Partners, Ltd. NEW | 6,218 | $300K | — | +0.0% | 1Q | SEC ↗ |
| 35 | HBW ADVISORY SERVICES LLC | 6,212 | $299K | -700 | -10.1% | 3Q | SEC ↗ |
| 36 | Steward Partners Investment Advisory, | 5,830 | $281K | +1,025 | +21.3% | 2Q | SEC ↗ |
| 37 | JANE STREET GROUP, LLC NEW | 5,326 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 38 | THRYVE WEALTH MANAGEMENT LLC NEW | 5,321 | $257K | — | +0.0% | 1Q | SEC ↗ |
| 39 | Kingsview Wealth Management, LLC | 4,762 | $230K | +630 | +15.2% | 2Q | SEC ↗ |
| 40 | ZEGA Investments, LLC NEW | 4,274 | $206K | — | +0.0% | 1Q | SEC ↗ |
| 41 | MML INVESTORS SERVICES, LLC NEW | 4,258 | $205K | — | +0.0% | 1Q | SEC ↗ |
| 42 | WealthPlan Investment Management, LLC NEW | 4,248 | $205K | — | +0.0% | 1Q | SEC ↗ |
| 43 | Wealthcare Advisory Partners LLC NEW | 4,247 | $205K | — | +0.0% | 1Q | SEC ↗ |
| 44 | EFG International AG | 4,170 | $201K | — | +0.0% | 2Q | SEC ↗ |
| 45 | UBS Group AG NEW | 2,349 | $113K | — | +0.0% | 1Q | SEC ↗ |
| 46 | CWM, LLC | 2,280 | $110K | +409 | +21.9% | 2Q | SEC ↗ |
| 47 | AdvisorNet Financial, Inc NEW | 1,600 | $77K | — | +0.0% | 1Q | SEC ↗ |
| 48 | OSAIC HOLDINGS, INC. NEW | 1,547 | $75K | — | +0.0% | 1Q | SEC ↗ |
| 49 | Innovative Asset Advisors Group, LLC | 1,400 | $67K | — | +0.0% | 2Q | SEC ↗ |
| 50 | NFSG Corp | 1,182 | $57K | +105 | +9.7% | 3Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| GFS Advisors, LLC | 40,600 | $2M |
| Integrity Wealth Partners, LLC | 34,756 | $2M |
| Diversify Advisory Services, LLC | 19,970 | $963K |
| DIVERSIFY WEALTH MANAGEMENT, LLC | 19,970 | $963K |
| Compound Planning, Inc. | 16,512 | $796K |
| NewEdge Advisors, LLC | 8,714 | $420K |
| GREAT VALLEY ADVISOR GROUP, INC. | 8,650 | $417K |
| HERBST GROUP, LLC | 8,307 | $400K |
| Integrated Wealth Concepts LLC | 7,653 | $369K |
| COMMONWEALTH EQUITY SERVICES, LLC | 6,914 | $333K |
| BROWN WEALTH MANAGEMENT, LLC | 6,802 | $328K |
| Strategic Wealth Partners, Ltd. | 6,218 | $300K |
| JANE STREET GROUP, LLC | 5,326 | $257K |
| THRYVE WEALTH MANAGEMENT LLC | 5,321 | $257K |
| ZEGA Investments, LLC | 4,274 | $206K |
| MML INVESTORS SERVICES, LLC | 4,258 | $205K |
| WealthPlan Investment Management, L | 4,248 | $205K |
| Wealthcare Advisory Partners LLC | 4,247 | $205K |
| UBS Group AG | 2,349 | $113K |
| AdvisorNet Financial, Inc | 1,600 | $77K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| CITADEL ADVISORS LLC | 63,067 | $3M |
| Thompson David Blair | 4,022 | $194K |
| INDEPENDENT FINANCIAL GROUP, LLC | 3,620 | $175K |
| HB Wealth Management, LLC | 3,605 | $174K |
| GROUP ONE TRADING LLC | 700 | $34K |
| CX Institutional | 115 | $6K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| ROYAL BANK OF CANADA | +182,017 | +315.0% | 239,794 |
| LPL Financial LLC | +55,177 | +91.7% | 115,326 |
| Stratos Wealth Partners, LTD. | +37,943 | +816.3% | 42,591 |
| AE Wealth Management LLC | +22,138 | +234.4% | 31,581 |
| Belvedere Trading LLC | +20,059 | +2085.1% | 21,021 |
| Cambridge Investment Research Advis | +11,660 | +118.2% | 21,526 |
| SBI Securities Co., Ltd. | +9,429 | +149.7% | 15,728 |
| PFG Advisors | +8,750 | +35.3% | 33,560 |
| New England Private Wealth Advisors | +7,990 | +46.4% | 25,195 |
| KINGSWOOD WEALTH ADVISORS, LLC | +7,440 | +74.3% | 17,452 |
| Private Advisor Group, LLC | +5,320 | +2.2% | 242,820 |
| Kestra Advisory Services, LLC | +3,606 | +80.5% | 8,083 |
| RED CRANE WEALTH MANAGEMENT, LLC | +2,143 | +8.9% | 26,151 |
| BCS Wealth Management | +2,037 | +34.7% | 7,913 |
| CAP Partners, LLC | +1,577 | +25.4% | 7,789 |
| Creative Planning | +1,528 | +23.7% | 7,972 |
| MADDEN SECURITIES Corp | +1,233 | +3.2% | 39,440 |
| Steward Partners Investment Advisor | +1,025 | +21.3% | 5,830 |
| STIFEL FINANCIAL CORP | +875 | +4.5% | 20,114 |
| Kingsview Wealth Management, LLC | +630 | +15.2% | 4,762 |
Biggest Decreases (5)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Cresset Asset Management, LLC | -4,345 | -31.3% | 9,516 |
| Farther Finance Advisors, LLC | -3,520 | -8.5% | 38,098 |
| HUB Investment Partners, LLC | -1,377 | -8.2% | 15,504 |
| SIMPLEX TRADING, LLC | -1,058 | -57.2% | 793 |
| HBW ADVISORY SERVICES LLC | -700 | -10.1% | 6,212 |