Bartlett & Co Wealth Management’s Royal Gold RGLD Stock Holding History

Bartlett & Co 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 Q1	$194K	Hold	850	–	–	﹤0.01%	464
2025 Q4	$189K	Sell	850 -150	-15%	-$29.8K	﹤0.01%	460
2025 Q3	$201K	Hold	1,000	–	–	﹤0.01%	448
2025 Q2	$178K	Sell	1,000 -50	-5%	-$8.85K	﹤0.01%	461
2025 Q1	$172K	Hold	1,050	–	–	﹤0.01%	463
2024 Q4	$138K	Hold	1,050	–	–	﹤0.01%	499
2024 Q3	$147K	Sell	1,050 -100	-9%	-$13.7K	﹤0.01%	491
2024 Q2	$144K	Hold	1,150	–	–	﹤0.01%	483
2024 Q1	$140K	Hold	1,150	–	–	﹤0.01%	502
2023 Q4	$140K	Hold	1,150	–	–	﹤0.01%	526
2023 Q3	$122K	Hold	1,150	–	–	﹤0.01%	514
2023 Q2	$132K	Buy	+1,150	New	+$148K	﹤0.01%	508
2018 Q2	–	Sell	-101	Closed	-$8.67K	–	764
2018 Q1	$8.67K	Buy	+101	New	+$8.51K	﹤0.01%	622

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bartlett & Co Wealth Management's RGLD Position: Q1 2026 in Review

Bartlett & Co Wealth Management held its Royal Gold (RGLD) position steady in Q1 2026 at 850 shares worth $194K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

Bartlett & Co Wealth Management first reported a position in RGLD in Q1 2018 and has held it in 13 quarters since. The position peaked at $201K in Q3 2025. 802 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

Bartlett & Co Wealth Management held 850 shares of Royal Gold worth $194K as of Q1 2026.
Bartlett & Co Wealth Management left its Royal Gold share count unchanged in Q1 2026.
Royal Gold made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q1 2026, its #464 holding.
Bartlett & Co Wealth Management first reported a position in Royal Gold in Q1 2018 and has held it in 13 quarters since.
Bartlett & Co Wealth Management's Royal Gold position peaked at $201K in Q3 2025.
802 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.