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Disclosery

Evelyn Partners Group Ltd: SGOL position timeline

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

Evelyn Partners Group Ltd held 286,636 SGOL 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 286,636 shares
    Change vs previous 13F +44,904 shares

    0.02% of the 13F portfolio, value $10,958,096.

    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 241,732 shares
    Change vs previous 13F -33,118 shares

    0.22% of the 13F portfolio, value $10,786,082.

    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: 50,899 shares
    • Evelyn Partners Investment Management LLP: 9,040 shares
    • Evelyn Partners Asset Management Ltd: 181,793 shares

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

  3. period ended2025-12-31
    13F 274,850 shares
    Change vs previous 13F +7,623 shares

    0.23% of the 13F portfolio, value $11,290,837.

    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: 61,980 shares
    • Evelyn Partners Investment Management LLP: 10,540 shares
    • Evelyn Partners Asset Management Ltd: 202,330 shares

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

  4. period ended2025-09-30
    13F 267,227 shares
    Change vs previous 13F +8,539 shares

    0.21% of the 13F portfolio, value $9,836,626.

    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: 48,267 shares
    • Evelyn Partners Investment Management LLP: 10,000 shares
    • Evelyn Partners Asset Management Ltd: 208,960 shares

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

  5. period ended2025-06-30
    13F/A 258,688 shares
    Change vs previous 13F -14,352 shares

    0.19% of the 13F portfolio, value $8,159,020.

    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: 48,168 shares
    • Evelyn Partners Investment Management LLP: 11,815 shares
    • Evelyn Partners Asset Management Ltd: 198,705 shares

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

  6. period ended2025-03-31
    13F/A 273,040 shares
    Change vs previous 13F +145,265 shares

    0.21% of the 13F portfolio, value $8,142,053.

    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: 55,523 shares
    • Evelyn Partners Investment Management LLP: 10,000 shares
    • Evelyn Partners Asset Management Ltd: 207,517 shares

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

  7. period ended2024-12-31
    13F 127,775 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $3,200,764.

    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: 2,857 shares
    • Evelyn Partners Investment Management LLP: 10,000 shares
    • Evelyn Partners Asset Management Ltd: 114,918 shares

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