Read this manager's filing book
Disclosed positions
Evelyn Partners Asset Management Ltd: source evidence dated 2026-05-16T03:59:59.999Z.
- Issuer
- SPDR GOLD TR
- Ticker
- GLD
- Class
- GOLD SHS
- Reported value
- $26,487,362
- Reported amount
- 61,557
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0001420506-26-001047Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
| SPDR GOLD TR | GLD | GOLD SHS | $26,487,362 | 61,557 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VT | TT WRLD ST ETF | $21,562,151 | 155,886 | SH | None |
| VANECK ETF TRUST | GDX | GOLD MINERS ETF | $17,030,401 | 185,577 | SH | None |
| MICROSOFT CORP | MSFT | COM | $14,900,823 | 40,254 | SH | None |
| ALPHABET INC | GOOGL | CAP STK CL A | $12,963,492 | 45,081 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VPL | FTSE PACIFIC ETF | $11,827,187 | 121,019 | SH | None |
| AMAZON COM INC | AMZN | COM | $11,587,310 | 55,636 | SH | None |
| VISA INC | V | COM CL A | $11,042,338 | 36,535 | SH | None |
| VANGUARD WORLD FD | VDE | ENERGY ETF | $10,980,080 | 63,454 | SH | None |
| APPLE INC | AAPL | COM | $10,099,065 | 39,793 | SH | None |
| STRYKER CORPORATION | SYK | COM | $9,651,674 | 29,373 | SH | None |
| BOOKING HOLDINGS INC | BKNG | COM | $9,376,033 | 2,227 | SH | None |
| AMERICAN CENTY ETF TR | AVEM | AVANTIS EMGMKT | $9,202,317 | 114,201 | SH | None |
| LITMAN GREGORY FDS TR | DBMF | IMGP DBI MANAGED | $8,957,444 | 297,096 | SH | None |
| GLOBAL X FDS | URA | GLOBAL X URANIUM | $8,794,501 | 181,592 | SH | None |
| ETFS GOLD TR | SGOL | PHYSCL GOLD SHS | $8,111,604 | 181,793 | SH | None |
| TAIWAN SEMICONDUCTOR MANUFAC | TSM | SPONSORED ADS | $7,958,722 | 23,550 | SH | None |
| MASTERCARD INCORPORATED | MA | CL A | $7,832,670 | 15,676 | SH | None |
| AUTOMATIC DATA PROCESSING IN | ADP | COM | $7,370,964 | 36,278 | SH | None |
| VANGUARD INDEX FDS | VO | MID CAP ETF | $7,369,613 | 25,662 | SH | None |
| WATERS CORP | WAT | COM | $7,301,461 | 24,518 | SH | None |
| DISNEY WALT CO | DIS | COM | $7,109,085 | 73,761 | SH | None |
| CME GROUP INC | CME | COM | $6,920,051 | 23,430 | SH | None |
| ISHARES GOLD TR | IAU | ISHARES NEW | $6,698,749 | 75,984 | SH | None |
| INTUIT | INTU | COM | $6,616,279 | 15,302 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $6,553,632 | 10,968 | SH | None |
| AUTOZONE INC | AZO | COM | $6,309,693 | 1,868 | SH | None |
| ZOETIS INC | ZTS | CL A | $5,995,138 | 50,716 | SH | None |
| RELX PLC | RELX | SPONSORED ADR | $5,224,838 | 157,612 | SH | None |
| ISHARES INC | URTH | MSCI WORLD ETF | $5,189,761 | 28,829 | SH | None |
| UNILEVER PLC | UL | SPON ADR NEW | $5,131,288 | 90,070 | SH | None |
| BERKSHIRE HATHAWAY INC DEL | BRK.B | CL B NEW | $5,092,938 | 10,628 | SH | None |
| ACCENTURE PLC IRELAND | ACN | SHS CLASS A | $4,911,048 | 24,767 | SH | None |
| INVESCO EXCH TRADED FD TR II | CQQQ | CHINA TECHNLGY | $4,866,339 | 105,744 | SH | None |
| JOHNSON & JOHNSON | JNJ | COM | $4,309,477 | 17,630 | SH | None |
| ASTRAZENECA PLC | AZN | ORD | $3,938,180 | 20,317 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $3,773,667 | 21,638 | SH | None |
| META PLATFORMS INC | META | CL A | $3,308,628 | 5,783 | SH | None |
| ARISTA NETWORKS INC | ANET | COM SHS | $3,177,792 | 25,882 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $3,000,149 | 8,094 | SH | None |
| CHUBB LTD SWITZ | CB | COM | $2,812,124 | 8,628 | SH | None |
| ASML HLDG NV | ASML | N Y REGISTRY SHS | $2,780,347 | 2,105 | SH | None |
| FERRARI N V | RACE | COM | $2,528,739 | 7,468 | SH | None |
| STATE STR SPDR S&P 500 ETF T | SPY | TR UNIT | $2,486,584 | 3,824 | SH | None |
| INTUITIVE SURGICAL INC | ISRG | COM NEW | $2,278,213 | 4,942 | SH | None |
| MCDONALDS CORP | MCD | COM | $2,252,606 | 7,248 | SH | None |
| ISHARES TR | ACWI | MSCI ACWI ETF | $2,117,853 | 15,306 | SH | None |
| DIAGEO PLC | DEO | SPON ADR NEW | $1,989,676 | 26,725 | SH | None |
| ISHARES TR | IVV | CORE S&P500 ETF | $1,889,083 | 2,892 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $1,824,980 | 7,359 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.