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Bar Harbor Wealth Management’s Royal Gold RGLD Stock Holding History

Bar Harbor 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 		$7.17M Sell
35,942
-4,199
-10% -$976K 0.39% 63
2026
Q1 		$10.2M Buy
40,141
+4,531
+13% +$1.2M 0.6% 47
2025
Q4 		$7.92M Buy
+35,610
New +$7.06M 0.46% 59

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

Bar Harbor Wealth Management's RGLD Position: Q2 2026 in Review

Bar Harbor Wealth Management reduced its Royal Gold (RGLD) stake by 10% in Q2 2026, selling an estimated $976K and leaving 35,942 shares worth $7.17M. The position accounts for 0.39% of the portfolio, ranked #63.

Bar Harbor Wealth Management first reported a position in RGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.2M in Q1 2026. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Bar Harbor Wealth Management held 35,942 shares of Royal Gold worth $7.17M as of Q2 2026.
  • Bar Harbor Wealth Management sold 4,199 Royal Gold shares in Q2 2026, an estimated $976K.
  • Royal Gold made up 0.39% of Bar Harbor Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Bar Harbor Wealth Management first reported a position in Royal Gold in Q4 2025 and has held it in 3 quarters since.
  • Bar Harbor Wealth Management's Royal Gold position peaked at $10.2M in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Bar Harbor Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.