Public ownership evidence

NEOS Gold High Income ETF (IAUI) Ownership Disclosures

Read IAUI insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

NEOS Gold High Income ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Kingsview Wealth Management, LLC
Report period
2026-06-30
Available
2026-08-20
Reported shares
4,762
Value (USD)
$230,719
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0001791965-26-000005
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read IAUI fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read IAUI fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Kingsview Wealth Management, LLC2026-06-302026-08-204,762$230,719None
Coastal Bridge Advisors, LLC2026-06-302026-08-1817,535$849,584None
Thompson David Blair2025-12-312026-08-154,022$224,749None
Thompson David Blair2026-03-312026-08-154,022$228,731None
EFG International AG2026-06-302026-08-154,170$202,787None
NFSG Corp2026-06-302026-08-151,182$57,268None
OSAIC HOLDINGS, INC.2026-06-302026-08-151,547$74,950None
JANE STREET GROUP, LLC2026-06-302026-08-155,326$258,045None
Cresset Asset Management, LLC2026-06-302026-08-159,516$461,050None
ROYAL BANK OF CANADA2026-06-302026-08-15742$36,000None
ROYAL BANK OF CANADA2026-06-302026-08-151,493$72,000None
ROYAL BANK OF CANADA2026-06-302026-08-15237,559$11,510,000None
CITADEL ADVISORS LLC2026-06-302026-08-1510,700$518,415Put
CITADEL ADVISORS LLC2026-06-302026-08-1522,300$1,080,435Call
WELLS FARGO & COMPANY/MN2026-06-302026-08-150$15None
Steward Partners Investment Advisory, LLC2026-06-302026-08-145,830$282,464None
UBS Group AG2026-06-302026-08-14713$34,545None
UBS Group AG2026-06-302026-08-141,636$79,264None
Creative Planning2026-06-302026-08-147,972$386,243None
MORGAN STANLEY2026-06-302026-08-141$59None
Integrated Wealth Concepts LLC2026-06-302026-08-1314,619$708,253None
Strategic Wealth Partners, Ltd.2026-06-302026-08-136,218$301,262None
SIMPLEX TRADING, LLC2026-06-302026-08-13793$38,420None
NewEdge Advisors, LLC2026-06-302026-08-138,714$422,197None
HARBOUR INVESTMENTS, INC.2026-06-302026-08-1319$921None
STIFEL FINANCIAL CORP2026-06-302026-08-1320,114$974,718None
Stratos Wealth Partners, LTD.2026-06-302026-08-1242,591$2,063,549None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-12835$40,456None
Diversify Advisory Services, LLC2026-06-302026-08-1119,970$979,506None
GREAT VALLEY ADVISOR GROUP, INC.2026-06-302026-08-118,650$418,671None
IMA Advisory Services, Inc.2026-06-302026-08-11450$21,803None
LPL Financial LLC2026-06-302026-08-08115,326$5,587,535None
MML INVESTORS SERVICES, LLC2026-06-302026-08-084,258$206,281None
THRYVE WEALTH MANAGEMENT LLC2026-06-302026-08-075,321$257,781None
Innovative Asset Advisors Group, LLC2026-06-302026-08-061,400$67,830None
Parallel Advisors, LLC2026-06-302026-08-061,109$53,731None
Capital Analysts, LLC2026-06-302026-08-0698$5,000None
FIFTH THIRD BANCORP2026-06-302026-08-06693$33,595None
Compound Planning, Inc.2026-06-302026-08-0516,512$800,005None
New England Private Wealth Advisors LLC2026-06-302026-08-0525,195$1,221,968None
GFS Advisors, LLC2026-06-302026-08-0540,600$4,845None
Founders Financial Alliance, LLC2026-06-302026-08-05381$18,456None
AE Wealth Management LLC2026-06-302026-08-0431,581$1,530,090None
ZEGA Investments, LLC2026-06-302026-08-014,274$207,075None
HUB Investment Partners, LLC2026-06-302026-08-0115,504$751,169None
Belvedere Trading LLC2026-06-302026-08-0137,400$1,812,030Put
Belvedere Trading LLC2026-06-302026-08-012,200$106,590Call
Belvedere Trading LLC2026-06-302026-08-0121,021$1,018,467None
DIVERSIFY WEALTH MANAGEMENT, LLC2026-06-302026-07-3119,970$979,506None
CAP Partners, LLC2026-06-302026-07-317,789$377,383None

90-day public filing window, up to 50 source positions.

Kingsview Wealth Management, LLC ↗Coastal Bridge Advisors, LLC ↗Thompson David Blair ↗Thompson David Blair ↗EFG International AG ↗NFSG Corp ↗OSAIC HOLDINGS, INC. ↗JANE STREET GROUP, LLC ↗Cresset Asset Management, LLC ↗ROYAL BANK OF CANADA ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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No records are available for this view.

Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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