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Callan Family Office’s iShares Bitcoin Trust IBIT Stock Holding History

Callan Family Office’s Portfolio IBIT Stock Details IBIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$341K Sell
8,876
-690
-7% -$29.9K 0.01% 882
2025
Q4 		$475K Buy
+9,566
New +$543K 0.01% 796

Other funds holding IBIT

BHCM
Brevan Howard Capital Management St. Helier, Jersey $11.3B AUM 35.84% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
AT
Avenir Tech Hong Kong $790M AUM 17.91% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $20.5B AUM 19.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ADIC
Abu Dhabi Investment Council Abu Dhabi, United Arab Emirates $975M AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GD
Galaxy Digital New York $1.16B AUM

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

Callan Family Office reduced its iShares Bitcoin Trust (IBIT) stake by 7.2% in Q1 2026, selling an estimated $29.9K and leaving 8,876 shares worth $341K. The position accounts for 0.01% of the portfolio, ranked #882.

Callan Family Office first reported a position in IBIT in Q4 2025 and has held it in 2 quarters since. The position peaked at $475K in Q4 2025. 1,536 funds tracked by Wall St. Rank hold IBIT as of Q1 2026.

  • Callan Family Office held 8,876 shares of iShares Bitcoin Trust worth $341K as of Q1 2026.
  • Callan Family Office sold 690 iShares Bitcoin Trust shares in Q1 2026, an estimated $29.9K.
  • iShares Bitcoin Trust made up 0.01% of Callan Family Office's portfolio in Q1 2026, its #882 holding.
  • Callan Family Office first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 2 quarters since.
  • Callan Family Office's iShares Bitcoin Trust position peaked at $475K in Q4 2025.
  • 1,536 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q1 2026.

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