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EP Wealth Advisors’s Royal Gold RGLD Stock Holding History

EP Wealth Advisors’s Portfolio RGLD Stock Details RGLD Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$431K Buy
2,423
+202
+9% +$35.9K ﹤0.01% 845
2025
Q1 		$363K Buy
2,221
+270
+14% +$44.1K ﹤0.01% 829
2024
Q4 		$257K Buy
1,951
+41
+2% +$5.41K ﹤0.01% 937
2024
Q3 		$268K Buy
+1,910
New +$268K ﹤0.01% 904