Avidian Wealth Enterprises
RGLD icon

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
Q3 		$686K Buy
2,907
+42
+1% +$9.6K 0.02% 412
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

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avidian Wealth Enterprises's RGLD Position: Q3 2026 in Review

Avidian Wealth Enterprises increased its Royal Gold (RGLD) stake by 1.5% in Q3 2026, buying an estimated $9.6K and bringing the position to 2,907 shares worth $686K. The position accounts for 0.02% of the portfolio, ranked #412.

Avidian Wealth Enterprises first reported a position in RGLD in Q1 2025 and has held it in 7 quarters since. The position peaked at $725K in Q1 2026. 176 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Avidian Wealth Enterprises held 2,907 shares of Royal Gold worth $686K as of Q3 2026.
  • Avidian Wealth Enterprises bought 42 Royal Gold shares in Q3 2026, an estimated $9.6K.
  • Royal Gold made up 0.02% of Avidian Wealth Enterprises's portfolio in Q3 2026, its #412 holding.
  • Avidian Wealth Enterprises first reported a position in Royal Gold in Q1 2025 and has held it in 7 quarters since.
  • Avidian Wealth Enterprises's Royal Gold position peaked at $725K in Q1 2026.
  • 176 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q3 2026, filed 8 Oct 2026.