AWM
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AE Wealth Management’s Royal Gold RGLD Stock Holding History

AE Wealth Management’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 		$1.77M Buy
8,847
+1,037
+13% +$241K 0.01% 702
2026
Q1 		$1.99M Sell
7,810
-372
-5% -$98.8K 0.01% 646
2025
Q4 		$1.82M Buy
8,182
+3,113
+61% +$618K 0.01% 633
2025
Q3 		$1.02M Buy
5,069
+1,771
+54% +$306K 0.01% 750
2025
Q2 		$587K Buy
3,298
+98
+3% +$17.3K ﹤0.01% 872
2025
Q1 		$523K Sell
3,200
-81
-2% -$11.9K ﹤0.01% 908
2024
Q4 		$433K Buy
3,281
+1,595
+95% +$230K ﹤0.01% 951
2024
Q3 		$237K Sell
1,686
-952
-36% -$130K ﹤0.01% 1114
2024
Q2 		$330K Buy
+2,638
New +$329K ﹤0.01% 997
2024
Q1 		– Sell
-2,343
Closed -$270K – 1798
2023
Q4 		$270K Buy
+2,343
New +$265K ﹤0.01% 1768
2023
Q3 		– Sell
-2,058
Closed -$236K – 2051
2023
Q2 		$236K Buy
2,058
+469
+30% +$60.3K ﹤0.01% 1686
2023
Q1 		$206K Buy
+1,589
New +$196K ﹤0.01% 1729
2022
Q2 		– Sell
-1,634
Closed -$231K – 1813
2022
Q1 		$231K Buy
+1,634
New +$191K ﹤0.01% 1533
2020
Q4 		– Sell
-2,483
Closed -$298K – 1415
2020
Q3 		$298K Sell
2,483
-280
-10% -$36.8K ﹤0.01% 1043
2020
Q2 		$344K Buy
+2,763
New +$334K 0.01% 981

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

AE Wealth Management's RGLD Position: Q2 2026 in Review

AE Wealth Management increased its Royal Gold (RGLD) stake by 13% in Q2 2026, buying an estimated $241K and bringing the position to 8,847 shares worth $1.77M. The position accounts for 0.01% of the portfolio, ranked #702.

AE Wealth Management first reported a position in RGLD in Q2 2020 and has held it in 15 quarters since. The position peaked at $1.99M in Q1 2026. 764 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • AE Wealth Management held 8,847 shares of Royal Gold worth $1.77M as of Q2 2026.
  • AE Wealth Management bought 1,037 Royal Gold shares in Q2 2026, an estimated $241K.
  • Royal Gold made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #702 holding.
  • AE Wealth Management first reported a position in Royal Gold in Q2 2020 and has held it in 15 quarters since.
  • AE Wealth Management's Royal Gold position peaked at $1.99M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.