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 Q2	$2.89M	Buy	54,018 +30,203	+127%	+$2M	0.06%	300
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 $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

CTC (Chicago Trading Company) Chicago, Illinois $316B AUM 71.57% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

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

Callan Family Office increased its iShares Silver Trust (SLV) stake by 127% in Q2 2026, buying an estimated $2M and bringing the position to 54,018 shares worth $2.89M. The position accounts for 0.06% of the portfolio, ranked #300.

Callan Family Office first reported a position in SLV in Q3 2023 and has held it in 4 quarters since. 1,427 funds tracked by Wall St. Rank hold SLV as of Q2 2026.

Callan Family Office held 54,018 shares of iShares Silver Trust worth $2.89M as of Q2 2026.
Callan Family Office bought 30,203 iShares Silver Trust shares in Q2 2026, an estimated $2M.
iShares Silver Trust made up 0.06% of Callan Family Office's portfolio in Q2 2026, its #300 holding.
Callan Family Office first reported a position in iShares Silver Trust in Q3 2023 and has held it in 4 quarters since.
1,427 funds tracked by Wall St. Rank held iShares Silver Trust as of Q2 2026.

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