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Disclosery

Evelyn Partners Group Ltd: GLD position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Evelyn Partners Group Ltd on GLD, newest first. How the timeline and the estimate are built.

Evelyn Partners Group Ltd held 144,360 GLD shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 144,360 shares
    Change vs previous 13F +56,130 shares

    0.11% of the 13F portfolio, value $53,179,355.

    13F-HR 0001420506-26-001454 filed by Evelyn Partners Group Ltd
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 88,230 shares
    Change vs previous 13F -10,685 shares

    0.77% of the 13F portfolio, value $37,964,487.

    13F-HR 0001420506-26-001047 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 9,780 shares
    • Evelyn Partners Investment Management LLP: 16,893 shares
    • Evelyn Partners Asset Management Ltd: 61,557 shares

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 98,915 shares
    Change vs previous 13F -17,927 shares

    0.81% of the 13F portfolio, value $39,201,004.

    13F-HR 0001420506-26-000366 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 12,302 shares
    • Evelyn Partners Investment Management LLP: 17,483 shares
    • Evelyn Partners Asset Management Ltd: 69,130 shares

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 116,842 shares
    Change vs previous 13F +5,880 shares

    0.88% of the 13F portfolio, value $41,533,826.

    13F-HR 0001420506-25-003422 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 12,405 shares
    • Evelyn Partners Investment Management LLP: 19,772 shares
    • Evelyn Partners Asset Management Ltd: 84,665 shares

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 110,962 shares
    Change vs previous 13F -54 shares

    0.78% of the 13F portfolio, value $33,824,546.

    13F-HR/A 0001420506-25-003506 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 12,268 shares
    • Evelyn Partners Investment Management LLP: 19,387 shares
    • Evelyn Partners Asset Management Ltd: 79,307 shares

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F/A 111,016 shares
    Change vs previous 13F -24,306 shares

    0.81% of the 13F portfolio, value $31,988,151.

    13F-HR/A 0001420506-25-003528 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 12,696 shares
    • Evelyn Partners Investment Management LLP: 19,537 shares
    • Evelyn Partners Asset Management Ltd: 78,783 shares

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 135,322 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $32,765,517.

    13F-HR 0001420506-25-003536 filed by Evelyn Partners Asset Management Ltd
    Filed (acceptance time not in the bulk data set), ingested

    • Evelyn Partners Investment Management Services Ltd: 19,304 shares
    • Evelyn Partners Investment Management LLP: 19,522 shares
    • Evelyn Partners Asset Management Ltd: 96,496 shares

    Acceptance time not in the bulk data set (spec §4.2).