Skip to content
Disclosery

Whelan Financial: IAU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Whelan Financial on IAU, newest first. How the timeline and the estimate are built.

Whelan Financial held 7,450 IAU shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 7,450 shares
    Change vs previous 13F +536 shares

    0.15% of the 13F portfolio, value $562,550.

    13F-HR 0001894921-26-000004 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 6,914 shares
    Change vs previous 13F +3,435 shares

    0.19% of the 13F portfolio, value $609,538.

    13F-HR 0001894921-26-000002 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,479 shares
    Change vs previous 13F -39 shares

    0.09% of the 13F portfolio, value $282,390.

    13F-HR 0001894921-26-000001 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 3,518 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $256,005.

    13F-HR 0001894921-25-000006 filed by Whelan Financial
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).