CFO
IBIT icon

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
Q2 		$419K Buy
12,601
+3,725
+42% +$152K 0.01% 873
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

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MIC
Mubadala Investment Company Abu Dhabi, United Arab Emirates $34.8B AUM 107.63% 1-Year Est. Return
AT
Avenir Tech Hong Kong $671M AUM 36.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
GD
Galaxy Digital New York $1.7B AUM
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Callan Family Office increased its iShares Bitcoin Trust (IBIT) stake by 42% in Q2 2026, buying an estimated $152K and bringing the position to 12,601 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #873.

Callan Family Office first reported a position in IBIT in Q4 2025 and has held it in 3 quarters since. The position peaked at $475K in Q4 2025. 1,479 funds tracked by Wall St. Rank hold IBIT as of Q2 2026.

  • Callan Family Office held 12,601 shares of iShares Bitcoin Trust worth $419K as of Q2 2026.
  • Callan Family Office bought 3,725 iShares Bitcoin Trust shares in Q2 2026, an estimated $152K.
  • iShares Bitcoin Trust made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #873 holding.
  • Callan Family Office first reported a position in iShares Bitcoin Trust in Q4 2025 and has held it in 3 quarters since.
  • Callan Family Office's iShares Bitcoin Trust position peaked at $475K in Q4 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares Bitcoin Trust as of Q2 2026.

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