Callan Family Office’s iShares Silver Trust SLV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.62M	Buy	23,815 +3,580	+18%	+$272K	0.04%	413
2025 Q4	$1.3M	Buy	+20,235	New	+$1.01M	0.03%	462
2023 Q4	–	Sell	-22,375	Closed	-$455K	–	102
2023 Q3	$455K	Buy	+22,375	New	+$484K	0.12%	54

Other funds holding SLV

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $217B AUM 46.5% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Callan Family Office increased its iShares Silver Trust (SLV) stake by 18% in Q1 2026, buying an estimated $272K and bringing the position to 23,815 shares worth $1.62M. The position accounts for 0.04% of the portfolio, ranked #413.

Callan Family Office first reported a position in SLV in Q3 2023 and has held it in 3 quarters since. 1,552 funds tracked by Wall St. Rank hold SLV as of Q1 2026.

Callan Family Office held 23,815 shares of iShares Silver Trust worth $1.62M as of Q1 2026.
Callan Family Office bought 3,580 iShares Silver Trust shares in Q1 2026, an estimated $272K.
iShares Silver Trust made up 0.04% of Callan Family Office's portfolio in Q1 2026, its #413 holding.
Callan Family Office first reported a position in iShares Silver Trust in Q3 2023 and has held it in 3 quarters since.
1,552 funds tracked by Wall St. Rank held iShares Silver Trust as of Q1 2026.

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