Evelyn Partners Investment Management Services’s SPDR Gold Trust GLD Stock Holding History

Evelyn Partners Investment Management Services’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	$4.21M	Sell	9,780 -2,522	-21%	-$1.13M	0.5%	49
2025 Q4	$4.88M	Sell	12,302 -103	-0.8%	-$39.3K	0.61%	44
2025 Q3	$4.41M	Buy	12,405 +137	+1%	+$43.7K	0.59%	45
2025 Q2	$3.74M	Sell	12,268 -428	-3%	-$130K	0.56%	45
2025 Q1	$3.66M	Sell	12,696 -6,608	-34%	-$1.75M	0.6%	46
2024 Q4	$4.67M	Buy	+19,304	New	+$4.74M	0.82%	39

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 $377B AUM 19.32% 1-Year Est. Return

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

First Eagle Investment Management New York $59B AUM 32.99% 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 Services's GLD Position: Q1 2026 in Review

Evelyn Partners Investment Management Services reduced its SPDR Gold Trust (GLD) stake by 21% in Q1 2026, selling an estimated $1.13M and leaving 9,780 shares worth $4.21M. The position accounts for 0.5% of the portfolio, ranked #49.

Evelyn Partners Investment Management Services first reported a position in GLD in Q4 2024 and has held it in 6 quarters since. The position peaked at $4.88M in Q4 2025. 3,145 funds tracked by Wall St. Rank hold GLD as of Q1 2026.

Evelyn Partners Investment Management Services held 9,780 shares of SPDR Gold Trust worth $4.21M as of Q1 2026.
Evelyn Partners Investment Management Services sold 2,522 SPDR Gold Trust shares in Q1 2026, an estimated $1.13M.
SPDR Gold Trust made up 0.5% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #49 holding.
Evelyn Partners Investment Management Services first reported a position in SPDR Gold Trust in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Investment Management Services's SPDR Gold Trust position peaked at $4.88M in Q4 2025.
3,145 funds tracked by Wall St. Rank held SPDR Gold Trust as of Q1 2026.

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