Whelan Financial
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Whelan Financial’s iShares Gold Trust IAU Stock Holding History

Whelan Financial’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$605K Buy
7,752
+302
+4% +$24.2K 0.16% 54
2026
Q2 		$563K Buy
7,450
+536
+8% +$45.5K 0.15% 53
2026
Q1 		$610K Buy
6,914
+3,435
+99% +$315K 0.19% 43
2025
Q4 		$282K Sell
3,479
-39
-1% -$3.05K 0.09% 71
2025
Q3 		$256K Buy
+3,518
New +$230K 0.08% 79

Other funds holding IAU

Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
WealthNavi Inc
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.9B AUM 11.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
AL
Arnhold LLC New York $1.4B AUM 42.37% 1-Year Est. Return
Equitable Trust
Equitable Trust Nashville, Tennessee $2.38B AUM 22.38% 1-Year Est. Return
Pennsylvania State University
Pennsylvania State University University Park, Pennsylvania $252M AUM 13.5% 1-Year Est. Return

Whelan Financial's IAU Position: Q3 2026 in Review

Whelan Financial increased its iShares Gold Trust (IAU) stake by 4.1% in Q3 2026, buying an estimated $24.2K and bringing the position to 7,752 shares worth $605K. The position accounts for 0.16% of the portfolio, ranked #54.

Whelan Financial first reported a position in IAU in Q3 2025 and has held it in 5 quarters since. The position peaked at $610K in Q1 2026. 1,138 funds tracked by Wall St. Rank hold IAU as of Q3 2026.

  • Whelan Financial held 7,752 shares of iShares Gold Trust worth $605K as of Q3 2026.
  • Whelan Financial bought 302 iShares Gold Trust shares in Q3 2026, an estimated $24.2K.
  • iShares Gold Trust made up 0.16% of Whelan Financial's portfolio in Q3 2026, its #54 holding.
  • Whelan Financial first reported a position in iShares Gold Trust in Q3 2025 and has held it in 5 quarters since.
  • Whelan Financial's iShares Gold Trust position peaked at $610K in Q1 2026.
  • 1,138 funds tracked by Wall St. Rank held iShares Gold Trust as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.