Position in RGLD
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$470,281
-$89,088 QoQ
Shares Held
2,356
+7.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#425
of 759 holders
Holding Since
Sep 2024
7 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in RGLD Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026EP Wealth Advisors, LLC holds $30,809,859 across 11 Gold names. RGLD ranks #5 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
273,421 | $25,537,521 | |
| 2 | SSRM |
Ssr Mining Inc.
|
51,457 | $1,455,203 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
9,685 | $1,087,819 | |
| 4 | AEM |
Agnico Eagle Mines Ltd
|
4,116 | $638,515 | |
| 5 | RGLD |
Royal Gold Inc
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|
2,356 | $470,281 | |
| 6 | B |
Barrick Mining Corp
|
11,378 | $417,913 | |
| 7 | FNV |
FRANCO NEVADA Corp
|
1,514 | $315,578 | |
| 8 | KGC |
Kinross Gold Corp
|
13,303 | $314,216 |
All Filings in RGLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $470,281 | 2,356 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $559,369 | 2,198 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $530,383 | 2,386 | Shares | Sole | 2026-02-18 | |
| 2025-06-30 | $430,906 | 2,423 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $363,155 | 2,221 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $257,239 | 1,951 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $267,973 | 1,910 | Shares | Sole | 2024-11-15 | |
| No filing history on record for this holder in this stock. | ||||||