EWA
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EverSource Wealth Advisors’s Royal Gold RGLD Stock Holding History

EverSource 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 		$154K Sell
769
-509
-40% -$118K 0.01% 1158
2026
Q1 		$325K Buy
1,278
+364
+40% +$96.6K 0.01% 809
2025
Q4 		$203K Buy
914
+88
+11% +$17.5K 0.01% 938
2025
Q3 		$166K Sell
826
-1,063
-56% -$184K 0.01% 1005
2025
Q2 		$336K Buy
1,889
+1,339
+243% +$237K 0.02% 623
2025
Q1 		$89.9K Buy
550
+421
+326% +$61.8K ﹤0.01% 951
2024
Q4 		$17K Buy
129
+54
+72% +$7.79K ﹤0.01% 1717
2024
Q3 		$10.5K Buy
75
+4
+6% +$547 ﹤0.01% 1835
2024
Q2 		$9.81K Buy
71
+20
+39% +$2.5K ﹤0.01% 1864
2024
Q1 		$6.13K Sell
51
-24
-32% -$2.71K ﹤0.01% 1947
2023
Q4 		$9.07K Buy
75
+37
+97% +$4.18K ﹤0.01% 1594
2023
Q3 		$4.04K Buy
38
+7
+23% +$796 ﹤0.01% 1790
2023
Q2 		$3.56K Buy
31
+28
+933% +$3.6K ﹤0.01% 1859
2023
Q1 		$389 Buy
+3
New +$370 ﹤0.01% 2276

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

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

EverSource Wealth Advisors reduced its Royal Gold (RGLD) stake by 40% in Q2 2026, selling an estimated $118K and leaving 769 shares worth $154K. The position accounts for 0.01% of the portfolio, ranked #1158.

EverSource Wealth Advisors first reported a position in RGLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $336K in Q2 2025. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • EverSource Wealth Advisors held 769 shares of Royal Gold worth $154K as of Q2 2026.
  • EverSource Wealth Advisors sold 509 Royal Gold shares in Q2 2026, an estimated $118K.
  • Royal Gold made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1158 holding.
  • EverSource Wealth Advisors first reported a position in Royal Gold in Q1 2023 and has held it in 14 quarters since.
  • EverSource Wealth Advisors's Royal Gold position peaked at $336K in Q2 2025.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.