Benedict Financial Advisors
RGLD icon

Benedict Financial Advisors’s Royal Gold RGLD Stock Holding History

Benedict Financial Advisors’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
Q3 		$365K Sell
1,545
-48
-3% -$11K 0.07% 122
2026
Q2 		$318K Sell
1,593
-92
-5% -$21.4K 0.06% 128
2026
Q1 		$429K Sell
1,685
-22
-1% -$5.84K 0.09% 115
2025
Q4 		$380K Buy
1,707
+2
+0.1% +$397 0.08% 118
2025
Q3 		$342K Sell
1,705
-4
-0.2% -$692 0.07% 115
2025
Q2 		$304K Buy
1,709
+2
+0.1% +$354 0.07% 116
2025
Q1 		$279K Buy
1,707
+3
+0.2% +$440 0.06% 120
2024
Q4 		$225K Buy
1,704
+3
+0.2% +$433 0.05% 119
2024
Q3 		$239K Buy
1,701
+2
+0.1% +$274 0.06% 122
2024
Q2 		$213K Sell
1,699
-20
-1% -$2.5K 0.05% 125
2024
Q1 		$209K Buy
+1,719
New +$194K 0.05% 126

Other funds holding RGLD

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
ProShare Advisors
ProShare Advisors Bethesda, Maryland $69.5B AUM 31.38% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Benedict Financial Advisors's RGLD Position: Q3 2026 in Review

Benedict Financial Advisors reduced its Royal Gold (RGLD) stake by 3% in Q3 2026, selling an estimated $11K and leaving 1,545 shares worth $365K. The position accounts for 0.07% of the portfolio, ranked #122.

Benedict Financial Advisors first reported a position in RGLD in Q1 2024 and has held it in 11 quarters since. The position peaked at $429K in Q1 2026. 336 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Benedict Financial Advisors held 1,545 shares of Royal Gold worth $365K as of Q3 2026.
  • Benedict Financial Advisors sold 48 Royal Gold shares in Q3 2026, an estimated $11K.
  • Royal Gold made up 0.07% of Benedict Financial Advisors's portfolio in Q3 2026, its #122 holding.
  • Benedict Financial Advisors first reported a position in Royal Gold in Q1 2024 and has held it in 11 quarters since.
  • Benedict Financial Advisors's Royal Gold position peaked at $429K in Q1 2026.
  • 336 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Benedict Financial Advisors's 13F filing for Q3 2026, filed 7 Oct 2026.