SIC
EMX

Sage Investment Counsel’s EMX Royalty EMX Stock Holding History

Sage Investment Counsel’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-15,000
Closed -$37.8K – 129
2025
Q2 		$37.8K Hold
15,000
– – 0.04% 120
2025
Q1 		$30.6K Hold
15,000
– – 0.04% 116
2024
Q4 		$25.9K Buy
+15,000
New +$26.8K 0.03% 119

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
MC
Medici Capital Newport Beach, California $51M AUM 32.2% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $127B AUM 46.06% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EPAM
Euro Pacific Asset Management Dorado, Puerto Rico $880M AUM 44.18% 1-Year Est. Return
Walleye Capital
Walleye Capital New York $28B AUM 44.22% 1-Year Est. Return

Sage Investment Counsel's EMX Position: Q3 2025 in Review

Sage Investment Counsel sold out of EMX Royalty (EMX) in Q3 2025, closing a stake of 15,000 shares — an estimated $37.8K sold.

Sage Investment Counsel first reported a position in EMX in Q4 2024 and held it in 3 quarters. The position peaked at $37.8K in Q2 2025. 64 funds tracked by Wall St. Rank hold EMX as of Q3 2025.

  • Sage Investment Counsel reported no remaining EMX Royalty position as of Q3 2025 after selling out during the quarter.
  • Sage Investment Counsel sold 15,000 EMX Royalty shares in Q3 2025, an estimated $37.8K.
  • Sage Investment Counsel first reported a position in EMX Royalty in Q4 2024 and held it in 3 quarters.
  • Sage Investment Counsel's EMX Royalty position peaked at $37.8K in Q2 2025.
  • 64 funds tracked by Wall St. Rank held EMX Royalty as of Q3 2025.

Based on Sage Investment Counsel's 13F filing for Q3 2025, filed 21 Oct 2025.