Evelyn Partners Investment Management (Europe)’s SPDR Gold Trust GLD Stock Holding History

Evelyn Partners Investment Management (Europe)’s Portfolio GLD Stock Details GLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$23.7M	Sell	55,050 -224	-0.4%	-$100K	8.15%	1
2025 Q4	$21.9M	Buy	55,274 +2,129	+4%	+$813K	7.11%	2
2025 Q3	$18.9M	Buy	53,145 +5,730	+12%	+$1.83M	6.55%	3
2025 Q2	$14.5M	Sell	47,415 -507	-1%	-$154K	5.19%	5
2025 Q1	$13.8M	Buy	47,922 +3,678	+8%	+$973K	5.17%	5
2024 Q4	$10.7M	Buy	+44,244	New	+$10.9M	3.9%	9

Other funds holding GLD

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

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

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

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

First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Evelyn Partners Investment Management (Europe)'s GLD Position: Q1 2026 in Review

Evelyn Partners Investment Management (Europe) reduced its SPDR Gold Trust (GLD) stake by 0.41% in Q1 2026, selling an estimated $100K and leaving 55,050 shares worth $23.7M. The position accounts for 8.15% of the portfolio, ranked #1.

Evelyn Partners Investment Management (Europe) first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. 3,157 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Evelyn Partners Investment Management (Europe) held 55,050 shares of SPDR Gold Trust worth $23.7M as of Q1 2026.
Evelyn Partners Investment Management (Europe) sold 224 SPDR Gold Trust shares in Q1 2026, an estimated $100K.
SPDR Gold Trust made up 8.15% of Evelyn Partners Investment Management (Europe)'s portfolio in Q1 2026, its #1 holding.
Evelyn Partners Investment Management (Europe) first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
3,157 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

Based on Evelyn Partners Investment Management (Europe)'s 13F filing for Q1 2026, filed 15 May 2026.