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Barlow Wealth Partners’s Royal Gold RGLD Stock Holding History

Barlow Wealth 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 		$21.7M Buy
113,300
+874
+0.8% +$203K 2.35% 21
2026
Q1 		$30.1M Sell
112,426
-501
-0.4% -$133K 3.35% 11
2025
Q4 		$27.7M Sell
112,927
-2,683
-2% -$532K 2.99% 12
2025
Q3 		$21.2M Buy
115,610
+2,297
+2% +$397K 2.36% 18
2025
Q2 		$20.3M Buy
113,313
+1,139
+1% +$202K 2.43% 18
2025
Q1 		$20.1M Buy
112,174
+1,302
+1% +$191K 2.64% 13
2024
Q4 		$15.2M Buy
110,872
+6,169
+6% +$890K 1.92% 27
2024
Q3 		$14.3M Buy
104,703
+1,709
+2% +$234K 1.87% 24
2024
Q2 		$14.1M Buy
102,994
+3,067
+3% +$383K 1.96% 20
2024
Q1 		$12M Sell
99,927
-5,340
-5% -$603K 1.63% 27
2023
Q4 		$12.7M Buy
+105,267
New +$11.9M 1.81% 27

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

Barlow Wealth Partners's RGLD Position: Q2 2026 in Review

Barlow Wealth Partners increased its Royal Gold (RGLD) stake by 0.78% in Q2 2026, buying an estimated $203K and bringing the position to 113,300 shares worth $21.7M. The position accounts for 2.35% of the portfolio, ranked #21.

Barlow Wealth Partners first reported a position in RGLD in Q4 2023 and has held it in 11 quarters since. The position peaked at $30.1M in Q1 2026. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Barlow Wealth Partners held 113,300 shares of Royal Gold worth $21.7M as of Q2 2026.
  • Barlow Wealth Partners bought 874 Royal Gold shares in Q2 2026, an estimated $203K.
  • Royal Gold made up 2.35% of Barlow Wealth Partners's portfolio in Q2 2026, its #21 holding.
  • Barlow Wealth Partners first reported a position in Royal Gold in Q4 2023 and has held it in 11 quarters since.
  • Barlow Wealth Partners's Royal Gold position peaked at $30.1M in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Barlow Wealth Partners's 13F filing for Q2 2026, filed 14 Jul 2026.