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Annis Gardner Whiting Capital Advisors’s Royal Gold RGLD Stock Holding History

Annis Gardner Whiting Capital Advisors’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 		$9.42K Buy
37
+3
+9% +$796 ﹤0.01% 877
2025
Q4 		$7.56K Hold
34
– – ﹤0.01% 815
2025
Q3 		$6.82K Sell
34
-28
-45% -$4.84K ﹤0.01% 749
2025
Q2 		$11K Buy
62
+28
+82% +$4.96K ﹤0.01% 695
2025
Q1 		$5.56K Hold
34
– – ﹤0.01% 616
2024
Q4 		$4.48K Hold
34
– – ﹤0.01% 622
2024
Q3 		$4.77K Hold
34
– – ﹤0.01% 639
2024
Q2 		$4.26K Hold
34
– – ﹤0.01% 790
2024
Q1 		$4.14K Hold
34
– – ﹤0.01% 779
2023
Q4 		$4.11K Hold
34
– – ﹤0.01% 569
2023
Q3 		$3.62K Buy
+34
New +$3.87K ﹤0.01% 562

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 $5.7T 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 $653B AUM 32.41% 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