Evelyn Partners Asset Management Ltd
Top Portfolio Positions
216 positions ·
$268,626,903 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| GLD |
Spdr Gold Trust
|
61,557 | $26,487,361 | 9.86% | |
| MSFT |
Microsoft Corp
Technology
|
40,254 | $14,900,823 | 5.55% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
45,081 | $12,963,492 | 4.83% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
55,636 | $11,587,309 | 4.31% | |
| V |
Visa Inc.
Financial Services
|
36,535 | $11,042,338 | 4.11% | |
| AAPL |
Apple Inc.
Technology
|
39,793 | $10,099,065 | 3.76% | |
| SYK |
Stryker Corp
Healthcare
|
29,373 | $9,651,674 | 3.59% | |
| BKNG |
Booking Holdings Inc.
Consumer Cyclical
|
2,227 | $9,376,382 | 3.49% | |
| SGOL |
abrdn Gold ETF Trust
|
181,793 | $8,111,603 | 3.02% | |
| TSM |
Taiwan Semiconductor Manufacturing Co Ltd
Technology
|
23,550 | $7,958,722 | 2.96% |
Portfolio Trend
6 quarters · across all stocks
Holdings in SGOL
Shares Held
Position Value (USD)
6 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,111,603 | 181,793 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $8,311,716 | 202,330 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $7,691,817 | 208,960 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $6,267,155 | 198,705 | Shares | Sole | 2025-11-26 | |
| 2025-03-31 | $6,188,156 | 207,517 | Shares | Sole | 2025-12-08 | |
| 2024-12-31 | $2,878,695 | 114,918 | Shares | Sole | 2025-12-11 | |
| No 13F history on record for this holder in this stock. | ||||||