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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
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 $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Callan Family Office's GLD Position: Q1 2026 in Review

Callan Family Office increased its SPDR Gold Trust (GLD) stake by 13% in Q1 2026, buying an estimated $1.08M and bringing the position to 21,321 shares worth $9.17M. The position accounts for 0.21% of the portfolio, ranked #90.

Callan Family Office first reported a position in GLD in Q4 2022 and has held it in 14 quarters since. 3,144 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

  • Callan Family Office held 21,321 shares of SPDR Gold Trust worth $9.17M as of Q1 2026.
  • Callan Family Office bought 2,415 SPDR Gold Trust shares in Q1 2026, an estimated $1.08M.
  • SPDR Gold Trust made up 0.21% of Callan Family Office's portfolio in Q1 2026, its #90 holding.
  • Callan Family Office first reported a position in SPDR Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 3,144 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Callan Family Office's 13F filing for Q1 2026, filed 13 May 2026.