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Callan Family Office’s iShares Gold Trust IAU Stock Holding History

Callan Family Office’s Portfolio IAU Stock Details IAU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$9.5M Buy
107,808
+1,424
+1% +$131K 0.22% 88
2025
Q4 		$8.64M Sell
106,384
-14,215
-12% -$1.11M 0.19% 103
2025
Q3 		$8.78M Buy
120,599
+3,603
+3% +$235K 0.28% 72
2025
Q2 		$7.3M Buy
116,996
+4,669
+4% +$289K 0.23% 96
2025
Q1 		$6.62M Buy
112,327
+114
+0.1% +$6.17K 0.5% 41
2024
Q4 		$5.56M Buy
112,213
+4,267
+4% +$214K 0.35% 51
2024
Q3 		$5.36M Buy
107,946
+14,236
+15% +$666K 0.9% 24
2024
Q2 		$4.12M Buy
93,710
+58,994
+170% +$2.61M 0.79% 28
2024
Q1 		$1.46M Buy
34,716
+50
+0.1% +$1.96K 0.34% 37
2023
Q4 		$1.35M Sell
34,666
-5,055
-13% -$189K 0.33% 40
2023
Q3 		$1.39M Buy
39,721
+112
+0.3% +$4.09K 0.37% 38
2023
Q2 		$1.44M Buy
39,609
+409
+1% +$15.3K 0.38% 36
2023
Q1 		$1.46M Buy
39,200
+20,725
+112% +$744K 0.36% 39
2022
Q4 		$639K Buy
+18,475
New +$607K 0.21% 51

Other funds holding IAU

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Callan Family Office increased its iShares Gold Trust (IAU) stake by 1.3% in Q1 2026, buying an estimated $131K and bringing the position to 107,808 shares worth $9.5M. The position accounts for 0.22% of the portfolio, ranked #88.

Callan Family Office first reported a position in IAU in Q4 2022 and has held it in 14 quarters since. 1,960 funds tracked by Wall St. Rank hold IAU as of Q1 2026.

  • Callan Family Office held 107,808 shares of iShares Gold Trust worth $9.5M as of Q1 2026.
  • Callan Family Office bought 1,424 iShares Gold Trust shares in Q1 2026, an estimated $131K.
  • iShares Gold Trust made up 0.22% of Callan Family Office's portfolio in Q1 2026, its #88 holding.
  • Callan Family Office first reported a position in iShares Gold Trust in Q4 2022 and has held it in 14 quarters since.
  • 1,960 funds tracked by Wall St. Rank held iShares Gold Trust as of Q1 2026.

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