Essential Partners’s Royal Gold RGLD Stock Holding History

Essential Partners’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 Q3	$162K	Sell	687 -80	-10%	-$18.3K	0.07%	298
2026 Q2	$153K	Sell	767 -261	-25%	-$60.7K	0.07%	309
2026 Q1	$262K	Hold	1,028	–	–	0.09%	246
2025 Q4	$229K	Buy	1,028 +4	+0.4%	+$793	0.07%	293
2025 Q3	$205K	Sell	1,024 -1,290	-56%	-$223K	0.07%	318
2025 Q2	$412K	Buy	+2,314	New	+$410K	0.16%	180

Other funds holding RGLD

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Essential Partners's RGLD Position: Q3 2026 in Review

Essential Partners reduced its Royal Gold (RGLD) stake by 10% in Q3 2026, selling an estimated $18.3K and leaving 687 shares worth $162K. The position accounts for 0.07% of the portfolio, ranked #298.

Essential Partners first reported a position in RGLD in Q2 2025 and has held it in 6 quarters since. The position peaked at $412K in Q2 2025. 116 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

Essential Partners held 687 shares of Royal Gold worth $162K as of Q3 2026.
Essential Partners sold 80 Royal Gold shares in Q3 2026, an estimated $18.3K.
Royal Gold made up 0.07% of Essential Partners's portfolio in Q3 2026, its #298 holding.
Essential Partners first reported a position in Royal Gold in Q2 2025 and has held it in 6 quarters since.
Essential Partners's Royal Gold position peaked at $412K in Q2 2025.
116 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.