ISHARES GOLD TR

Ticker: IAU CUSIP: 464285204 Class: ISHARES NEW

Whelan Financial's Holding History (CIK: 0001894921)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 3,479 Value ($000) $282 Avg Close — Range —
Q3 2025
Shares 3,518 Value ($000) $256 Avg Close — Range —