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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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AE Wealth Management's RGLD Position: Q1 2026 in Review

AE Wealth Management reduced its Royal Gold (RGLD) stake by 4.5% in Q1 2026, selling an estimated $98.8K and leaving 7,810 shares worth $1.99M. The position accounts for 0.01% of the portfolio, ranked #646.

AE Wealth Management first reported a position in RGLD in Q2 2020 and has held it in 14 quarters since. 802 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • AE Wealth Management held 7,810 shares of Royal Gold worth $1.99M as of Q1 2026.
  • AE Wealth Management sold 372 Royal Gold shares in Q1 2026, an estimated $98.8K.
  • Royal Gold made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #646 holding.
  • AE Wealth Management first reported a position in Royal Gold in Q2 2020 and has held it in 14 quarters since.
  • 802 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.