AAS
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Avantax Advisory Services’s Royal Gold RGLD Stock Holding History

Avantax Advisory Services’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
2025
Q2 		– Sell
-4,425
Closed -$724K – 2428
2025
Q1 		$724K Buy
4,425
+25
+0.6% +$3.67K ﹤0.01% 1275
2024
Q4 		$580K Sell
4,400
-88
-2% -$12.7K ﹤0.01% 1349
2024
Q3 		$630K Buy
4,488
+119
+3% +$16.3K ﹤0.01% 1268
2024
Q2 		$547K Sell
4,369
-323
-7% -$40.3K ﹤0.01% 1302
2024
Q1 		$571K Buy
4,692
+53
+1% +$5.99K 0.01% 973
2023
Q4 		$561K Sell
4,639
-288
-6% -$32.5K 0.01% 935
2023
Q3 		$524K Sell
4,927
-716
-13% -$81.4K 0.01% 928
2023
Q2 		$648K Buy
5,643
+447
+9% +$57.5K 0.01% 847
2023
Q1 		$674K Buy
5,196
+477
+10% +$58.8K 0.01% 801
2022
Q4 		$532K Buy
4,719
+1,025
+28% +$106K 0.01% 834
2022
Q3 		$347K Buy
3,694
+854
+30% +$84.6K 0.01% 931
2022
Q2 		$303K Buy
2,840
+584
+26% +$72.2K ﹤0.01% 1003
2022
Q1 		$319K Buy
2,256
+111
+5% +$13K ﹤0.01% 967
2021
Q4 		$226K Buy
+2,145
New +$216K ﹤0.01% 1113

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Avantax Advisory Services's RGLD Position: Q2 2025 in Review

Avantax Advisory Services sold out of Royal Gold (RGLD) in Q2 2025, closing a stake of 4,425 shares — an estimated $724K sold.

Avantax Advisory Services first reported a position in RGLD in Q4 2021 and held it in 14 quarters. The position peaked at $724K in Q1 2025. 613 funds tracked by Wall St. Rank hold RGLD as of Q2 2025.

  • Avantax Advisory Services reported no remaining Royal Gold position as of Q2 2025 after selling out during the quarter.
  • Avantax Advisory Services sold 4,425 Royal Gold shares in Q2 2025, an estimated $724K.
  • Avantax Advisory Services first reported a position in Royal Gold in Q4 2021 and held it in 14 quarters.
  • Avantax Advisory Services's Royal Gold position peaked at $724K in Q1 2025.
  • 613 funds tracked by Wall St. Rank held Royal Gold as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.