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Ballentine Partners’s Royal Gold RGLD Stock Holding History

Ballentine Partners’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 		$272K Buy
1,363
+90
+7% +$20.9K ﹤0.01% 844
2026
Q1 		$324K Buy
1,273
+149
+13% +$39.6K ﹤0.01% 700
2025
Q4 		$250K Buy
1,124
+114
+11% +$22.6K ﹤0.01% 813
2025
Q3 		$203K Buy
+1,010
New +$175K ﹤0.01% 912

Other funds holding RGLD

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

Ballentine Partners's RGLD Position: Q2 2026 in Review

Ballentine Partners increased its Royal Gold (RGLD) stake by 7.1% in Q2 2026, buying an estimated $20.9K and bringing the position to 1,363 shares worth $272K. The position accounts for ﹤0.01% of the portfolio, ranked #844.

Ballentine Partners first reported a position in RGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $324K in Q1 2026. 133 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Ballentine Partners held 1,363 shares of Royal Gold worth $272K as of Q2 2026.
  • Ballentine Partners bought 90 Royal Gold shares in Q2 2026, an estimated $20.9K.
  • Royal Gold made up ﹤0.01% of Ballentine Partners's portfolio in Q2 2026, its #844 holding.
  • Ballentine Partners first reported a position in Royal Gold in Q3 2025 and has held it in 4 quarters since.
  • Ballentine Partners's Royal Gold position peaked at $324K in Q1 2026.
  • 133 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Ballentine Partners's 13F filing for Q2 2026, filed 17 Jul 2026.