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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
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

WI
WealthNavi Inc Shinagawa-Ku, Tokyo, Japan $12.8B AUM 19.73% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AL
Arnhold LLC New York $1.43B AUM 59.3% 1-Year Est. Return
ET
Equitable Trust Nashville, Tennessee $2.4B AUM 30.76% 1-Year Est. Return
TFCP
Twin Focus Capital Partners Boston, Massachusetts $983M AUM 37.07% 1-Year Est. Return
BIAS
Beacon Investment Advisory Services Morristown, New Jersey $2.69B AUM 35.07% 1-Year Est. Return

Whelan Financial's IAU Position: Q2 2026 in Review

Whelan Financial increased its iShares Gold Trust (IAU) stake by 7.8% in Q2 2026, buying an estimated $45.5K and bringing the position to 7,450 shares worth $563K. The position accounts for 0.15% of the portfolio, ranked #53.

Whelan Financial first reported a position in IAU in Q3 2025 and has held it in 4 quarters since. The position peaked at $610K in Q1 2026. 964 funds tracked by Wall St. Rank hold IAU as of Q2 2026.

  • Whelan Financial held 7,450 shares of iShares Gold Trust worth $563K as of Q2 2026.
  • Whelan Financial bought 536 iShares Gold Trust shares in Q2 2026, an estimated $45.5K.
  • iShares Gold Trust made up 0.15% of Whelan Financial's portfolio in Q2 2026, its #53 holding.
  • Whelan Financial first reported a position in iShares Gold Trust in Q3 2025 and has held it in 4 quarters since.
  • Whelan Financial's iShares Gold Trust position peaked at $610K in Q1 2026.
  • 964 funds tracked by Wall St. Rank held iShares Gold Trust as of Q2 2026.

Based on Whelan Financial's 13F filing for Q2 2026, filed 24 Jul 2026.