EFS
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Essex Financial Services’s Royal Gold RGLD Stock Holding History

Essex Financial Services’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 		$216K Buy
1,082
+84
+8% +$19.5K 0.01% 773
2026
Q1 		$254K Sell
998
-91
-8% -$24.2K 0.01% 664
2025
Q4 		$242K Sell
1,089
-45
-4% -$8.93K 0.01% 684
2025
Q3 		$227K Buy
+1,134
New +$196K 0.01% 670
2021
Q3 		– Sell
-3,119
Closed -$356K – 477
2021
Q2 		$356K Buy
+3,119
New +$368K 0.05% 288

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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Essex Financial Services's RGLD Position: Q2 2026 in Review

Essex Financial Services increased its Royal Gold (RGLD) stake by 8.4% in Q2 2026, buying an estimated $19.5K and bringing the position to 1,082 shares worth $216K. The position accounts for 0.01% of the portfolio, ranked #773.

Essex Financial Services first reported a position in RGLD in Q2 2021 and has held it in 5 quarters since. The position peaked at $356K in Q2 2021. 523 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Essex Financial Services held 1,082 shares of Royal Gold worth $216K as of Q2 2026.
  • Essex Financial Services bought 84 Royal Gold shares in Q2 2026, an estimated $19.5K.
  • Royal Gold made up 0.01% of Essex Financial Services's portfolio in Q2 2026, its #773 holding.
  • Essex Financial Services first reported a position in Royal Gold in Q2 2021 and has held it in 5 quarters since.
  • Essex Financial Services's Royal Gold position peaked at $356K in Q2 2021.
  • 523 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.