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IAUIIAUI
3 quarters

Position history for Creative PlanningCreative Planning's holdings in NEOS GOLD HIGH INCOME ETF

Creative Planning holds 7,972 shares of IAUI (NEOS GOLD HIGH INCOME ETF), worth $386,243 as of 2026-Q2. The position was increased (+23.7% shares). IAUI represents 0.0% of Creative Planning's portfolio.

Current Value

$386,243

Current Shares

7,972

Total Value Change

+$147,915

Total Shares Change

+3,707

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
7,972
+23.7%
$386,2430.0%$47.49
29
2026-Q1
Increased
6,444
+51.1%
$366,4700.0%$54.08
33
2025-Q4
New
4,265
-
$238,3280.0%$51.54
32

Other major holders of IAUI: Private Advisor Group, LLC, ROYAL BANK OF CANADA, LPL Financial LLC

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