Whelan Financial Ishares Gold Trust Transaction History

Whelan Financial

$314 Million
Q3 2025

A detailed history of Whelan Financial transactions in Ishares Gold Trust stock. As of the latest transaction made, Whelan Financial holds 3,518 shares of IAU stock, worth $270,815. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,518

Holding current value

$270,815

% of portfolio

0.08%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Oct 29, 2025	BUY	$61.62 - $72.77 $216,779 - $256,004	3,518 New	3,518 $256,000

Others Institutions Holding IAU

# of Institutions

1,892

Shares Held

448M

Call Options Held

4.27M

Put Options Held

9.14M

Bank Of America Corp Charlotte, NC

30.8M
Shares

$2.37 Billion
0.16% of portfolio
Morgan Stanley New York, NY

24.8M
Shares

$1.91 Billion
0.11% of portfolio
Envestnet Asset Management Inc

20.5M
Shares

$1.58 Billion
0.46% of portfolio
Personal Capital Advisors Corp

13.6M
Shares

$1.05 Billion
2.29% of portfolio
Lpl Financial LLC Fort Mill, SC

13.5M
Shares

$1.04 Billion
0.31% of portfolio

View Full List

About ISHARES GOLD TRUST

Ticker IAU
Exchange NYSE
Sector ETFs
Industry ETFs
Shares Outstandng 848,150,000
Market Cap $65.3B

More about IAU

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