Rothwell Investment Advisors, LLC’s Royal Gold RGLD Stock Holding History

Rothwell Investment Advisors, LLC’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 Q3	$43.9K	Buy	+186	New	+$42.6K	0.02%	454

Other funds holding RGLD

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return

ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Rothwell Investment Advisors, LLC's RGLD Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Royal Gold (RGLD) in Q3 2026: 186 shares worth $43.9K. The stake represents 0.02% of the portfolio and ranks #454 among its holdings.

390 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

Rothwell Investment Advisors, LLC held 186 shares of Royal Gold worth $43.9K as of Q3 2026.
Royal Gold was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Royal Gold made up 0.02% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #454 holding.
390 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.