Callan Family Office’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Callan Family Office’s Portfolio SGOL Stock Details SGOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$377K	Hold	9,863	–	–	0.01%	916
2026 Q1	$440K	Buy	9,863 +200	+2%	+$9.29K	0.01%	812
2025 Q4	$397K	Buy	9,663 +36	+0.4%	+$1.43K	0.01%	848
2025 Q3	$354K	Hold	9,627	–	–	0.01%	647
2025 Q2	$304K	Hold	9,627	–	–	0.01%	769
2025 Q1	$287K	Hold	9,627	–	–	0.02%	435
2024 Q4	$241K	Hold	9,627	–	–	0.02%	553
2024 Q3	$242K	Buy	+9,627	New	+$228K	0.04%	160

Other funds holding SGOL

MGP

Metis Global Partners San Diego, California $4.41B AUM 36.75% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

AIP

Almanack Investment Partners Wayne, Pennsylvania $785M AUM 34.37% 1-Year Est. Return

Waverly Advisors Birmingham, Alabama $17.2B AUM 24.89% 1-Year Est. Return

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

Callan Family Office held its abrdn Physical Gold Shares ETF (SGOL) position steady in Q2 2026 at 9,863 shares worth $377K. The position accounts for 0.01% of the portfolio, ranked #916.

Callan Family Office first reported a position in SGOL in Q3 2024 and has held it in 8 quarters since. The position peaked at $440K in Q1 2026. 462 funds tracked by Wall St. Rank hold SGOL as of Q2 2026.

Callan Family Office held 9,863 shares of abrdn Physical Gold Shares ETF worth $377K as of Q2 2026.
Callan Family Office left its abrdn Physical Gold Shares ETF share count unchanged in Q2 2026.
abrdn Physical Gold Shares ETF made up 0.01% of Callan Family Office's portfolio in Q2 2026, its #916 holding.
Callan Family Office first reported a position in abrdn Physical Gold Shares ETF in Q3 2024 and has held it in 8 quarters since.
Callan Family Office's abrdn Physical Gold Shares ETF position peaked at $440K in Q1 2026.
462 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q2 2026.

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