Everhart Financial Group’s Royal Gold RGLD Stock Holding History

Everhart Financial Group’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	$597K	Sell	2,993 -497	-14%	-$116K	0.04%	247
2026 Q1	$888K	Buy	3,490 +104	+3%	+$27.6K	0.08%	195
2025 Q4	$753K	Buy	3,386 +197	+6%	+$39.1K	0.07%	202
2025 Q3	$640K	Buy	3,189 +215	+7%	+$37.2K	0.06%	217
2025 Q2	$529K	Buy	2,974 +386	+15%	+$68.3K	0.06%	217
2025 Q1	$423K	Buy	2,588 +587	+29%	+$86.1K	0.06%	236
2024 Q4	$264K	Buy	2,001 +194	+11%	+$28K	0.05%	271
2024 Q3	$254K	Buy	+1,807	New	+$247K	0.06%	285

Other funds holding RGLD

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

PIMJS

PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Everhart Financial Group's RGLD Position: Q2 2026 in Review

Everhart Financial Group reduced its Royal Gold (RGLD) stake by 14% in Q2 2026, selling an estimated $116K and leaving 2,993 shares worth $597K. The position accounts for 0.04% of the portfolio, ranked #247.

Everhart Financial Group first reported a position in RGLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $888K in Q1 2026. 133 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Everhart Financial Group held 2,993 shares of Royal Gold worth $597K as of Q2 2026.
Everhart Financial Group sold 497 Royal Gold shares in Q2 2026, an estimated $116K.
Royal Gold made up 0.04% of Everhart Financial Group's portfolio in Q2 2026, its #247 holding.
Everhart Financial Group first reported a position in Royal Gold in Q3 2024 and has held it in 8 quarters since.
Everhart Financial Group's Royal Gold position peaked at $888K in Q1 2026.
133 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.