BWM
RGLD icon

BCS Wealth Management’s Royal Gold RGLD Stock Holding History

BCS 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 		$5.26M Sell
20,679
-20,607
-50% -$5.47M 1.07% 23
2025
Q4 		$9.18M Buy
41,286
+19,478
+89% +$3.86M 0.93% 30
2025
Q3 		$4.37M Buy
21,808
+1,052
+5% +$182K 0.99% 29
2025
Q2 		$3.69M Buy
20,756
+52
+0.3% +$9.21K 0.79% 35
2025
Q1 		$3.38M Buy
20,704
+63
+0.3% +$9.24K 0.87% 32
2024
Q4 		$2.72M Buy
+20,641
New +$2.98M 0.68% 40
2024
Q2 		– Sell
-19,182
Closed -$2.34M – 202
2024
Q1 		$2.34M Buy
19,182
+3,154
+20% +$356K 0.75% 36
2023
Q4 		$1.94M Buy
16,028
+2,147
+15% +$243K 0.71% 39
2023
Q3 		$1.48M Buy
+13,881
New +$1.58M 0.61% 43
2023
Q1 		– Sell
-10,885
Closed -$1.23M – 191
2022
Q4 		$1.23M Buy
10,885
+32
+0.3% +$3.3K 0.51% 51
2022
Q3 		$1.02M Buy
10,853
+1,735
+19% +$172K 0.48% 58
2022
Q2 		$974K Buy
9,118
+20
+0.2% +$2.47K 0.43% 56
2022
Q1 		$1.28M Buy
9,098
+32
+0.4% +$3.74K 0.53% 46
2021
Q4 		$954K Buy
9,066
+2,133
+31% +$215K 0.34% 67
2021
Q3 		$662K Buy
6,933
+4,544
+190% +$509K 0.28% 79
2021
Q2 		$273K Buy
2,389
+6
+0.3% +$708 0.15% 131
2021
Q1 		$256K Buy
+2,383
New +$254K 0.12% 133

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return