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Callan Family Office’s SPDR Gold Trust GLD Stock Holding History

Callan Family Office’s Portfolio GLD Stock Details GLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$7.21M Sell
19,564
-1,757
-8% -$728K 0.14% 144
2026
Q1 		$9.17M Buy
21,321
+2,415
+13% +$1.08M 0.21% 90
2025
Q4 		$7.49M Sell
18,906
-579
-3% -$221K 0.16% 124
2025
Q3 		$6.93M Sell
19,485
-383
-2% -$122K 0.22% 103
2025
Q2 		$6.06M Sell
19,868
-867
-4% -$263K 0.19% 128
2025
Q1 		$5.97M Hold
20,735
– – 0.45% 48
2024
Q4 		$5.02M Sell
20,735
-241
-1% -$59.2K 0.32% 60
2024
Q3 		$5.1M Buy
20,976
+2,085
+11% +$477K 0.86% 27
2024
Q2 		$4.06M Sell
18,891
-1,400
-7% -$303K 0.78% 29
2024
Q1 		$4.17M Hold
20,291
– – 0.98% 23
2023
Q4 		$3.88M Buy
20,291
+169
+0.8% +$31K 0.96% 25
2023
Q3 		$3.45M Sell
20,122
-485
-2% -$86.7K 0.92% 26
2023
Q2 		$3.67M Buy
20,607
+195
+1% +$35.8K 0.97% 25
2023
Q1 		$3.74M Buy
20,412
+214
+1% +$37.7K 0.91% 24
2022
Q4 		$3.43M Buy
+20,198
New +$3.25M 1.1% 21

Other funds holding GLD

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Callan Family Office's GLD Position: Q2 2026 in Review

Callan Family Office reduced its SPDR Gold Trust (GLD) stake by 8.2% in Q2 2026, selling an estimated $728K and leaving 19,564 shares worth $7.21M. The position accounts for 0.14% of the portfolio, ranked #144.

Callan Family Office first reported a position in GLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $9.17M in Q1 2026. 3,037 funds tracked by Wall St. Rank hold GLD as of Q2 2026.

  • Callan Family Office held 19,564 shares of SPDR Gold Trust worth $7.21M as of Q2 2026.
  • Callan Family Office sold 1,757 SPDR Gold Trust shares in Q2 2026, an estimated $728K.
  • SPDR Gold Trust made up 0.14% of Callan Family Office's portfolio in Q2 2026, its #144 holding.
  • Callan Family Office first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 15 quarters since.
  • Callan Family Office's SPDR Gold Trust position peaked at $9.17M in Q1 2026.
  • 3,037 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.