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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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$470K Buy
2,356
+158
+7% +$36.7K ﹤0.01% 1054
2026
Q1 		$559K Sell
2,198
-188
-8% -$49.9K ﹤0.01% 855
2025
Q4 		$530K Buy
+2,386
New +$473K ﹤0.01% 854
2025
Q2 		$431K Buy
2,423
+202
+9% +$35.8K ﹤0.01% 845
2025
Q1 		$363K Buy
2,221
+270
+14% +$39.6K ﹤0.01% 829
2024
Q4 		$257K Buy
1,951
+41
+2% +$5.92K ﹤0.01% 937
2024
Q3 		$268K Buy
+1,910
New +$261K ﹤0.01% 904

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

EP Wealth Advisors's RGLD Position: Q2 2026 in Review

EP Wealth Advisors increased its Royal Gold (RGLD) stake by 7.2% in Q2 2026, buying an estimated $36.7K and bringing the position to 2,356 shares worth $470K. The position accounts for ﹤0.01% of the portfolio, ranked #1054.

EP Wealth Advisors first reported a position in RGLD in Q3 2024 and has held it in 7 quarters since. The position peaked at $559K in Q1 2026. 764 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • EP Wealth Advisors held 2,356 shares of Royal Gold worth $470K as of Q2 2026.
  • EP Wealth Advisors bought 158 Royal Gold shares in Q2 2026, an estimated $36.7K.
  • Royal Gold made up ﹤0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #1054 holding.
  • EP Wealth Advisors first reported a position in Royal Gold in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Royal Gold position peaked at $559K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.