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

Aprio 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 		– Sell
-974
Closed -$248K – 658
2026
Q1 		$248K Sell
974
-13
-1% -$3.45K 0.01% 538
2025
Q4 		$219K Sell
987
-83
-8% -$16.5K 0.01% 505
2025
Q3 		$215K Sell
1,070
-302
-22% -$52.2K 0.02% 409
2025
Q2 		$244K Buy
1,372
+86
+7% +$15.2K 0.03% 347
2025
Q1 		$210K Buy
+1,286
New +$189K 0.03% 352

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

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

Aprio Wealth Management sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 974 shares — an estimated $248K sold.

Aprio Wealth Management first reported a position in RGLD in Q1 2025 and held it in 5 quarters. The position peaked at $248K in Q1 2026. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Aprio Wealth Management reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 974 Royal Gold shares in Q2 2026, an estimated $248K.
  • Aprio Wealth Management first reported a position in Royal Gold in Q1 2025 and held it in 5 quarters.
  • Aprio Wealth Management's Royal Gold position peaked at $248K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.