Whelan Financial

SEC CIK: 0001894921
Latest filing: Jul 24, 2026

SEC filings (opens in a new tab)

IAU holding history

iShares Gold Trust in every 13F filed by Whelan Financial, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

IAU overview All 13F holders of IAU Full Q2 2026 holdings

Shares (Q2 2026): 7,450
Value: $562.5K
% of portfolio: 0.2%
Quarters held: 4; Since Q3 2025

Holdings of IAU by Whelan Financial, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	7,450	$562.5K	0.2%	+536+7.8%	Added	Holders
Q1 2026	6,914	$609.5K	0.2%	+3,435+98.7%	Added	Holders
Q4 2025	3,479	$282.4K	0.1%	−39−1.1%	Reduced	Holders
Q3 2025	3,518	$256.0K	0.1%	+3,518	New	Holders