AWE
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Avidian Wealth Enterprises’s Royal Gold RGLD Stock Holding History

Avidian Wealth Enterprises’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 		$572K Buy
2,865
+16
+0.6% +$3.72K 0.02% 441
2026
Q1 		$725K Buy
2,849
+160
+6% +$42.5K 0.02% 357
2025
Q4 		$598K Buy
2,689
+54
+2% +$10.7K 0.02% 339
2025
Q3 		$529K Buy
2,635
+59
+2% +$10.2K 0.02% 358
2025
Q2 		$458K Buy
2,576
+340
+15% +$60.2K 0.02% 352
2025
Q1 		$366K Buy
+2,236
New +$328K 0.02% 369

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

Avidian Wealth Enterprises's RGLD Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Royal Gold (RGLD) stake by 0.56% in Q2 2026, buying an estimated $3.72K and bringing the position to 2,865 shares worth $572K. The position accounts for 0.02% of the portfolio, ranked #441.

Avidian Wealth Enterprises first reported a position in RGLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $725K in Q1 2026. 764 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Avidian Wealth Enterprises held 2,865 shares of Royal Gold worth $572K as of Q2 2026.
  • Avidian Wealth Enterprises bought 16 Royal Gold shares in Q2 2026, an estimated $3.72K.
  • Royal Gold made up 0.02% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #441 holding.
  • Avidian Wealth Enterprises first reported a position in Royal Gold in Q1 2025 and has held it in 6 quarters since.
  • Avidian Wealth Enterprises's Royal Gold position peaked at $725K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

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