Don;t have a solution but have the same problem.
I create a scene in RealityComposer, export to USDZ and load using ARkit
The RealityComposer has a circular Logo (as png) in the background with transparent edge.
Was working until recently - so maybe IOS 18 /Xcode or Arkit is breaking it.
I also notices that addGestures is flaky if the image is included in the scene.
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I tried ARCapture today and it works very nicely.
It also appears to support occlusion also.... nice job !
ARVideoKit is excellent but it has one omission - People occlusions are not recorded in the AR view so people passing behind objects is not recorded properly....