Bogart Wealth LLC’s Royal Gold RGLD Stock Holding History

Bogart Wealth LLC’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	$6.99K	Sell	35 -61	-64%	-$14.2K	﹤0.01%	1113
2026 Q1	$24.4K	Buy	96 +65	+210%	+$17.3K	﹤0.01%	672
2025 Q4	$6.89K	Hold	31	–	–	﹤0.01%	932
2025 Q3	$6.22K	Buy	31 +3	+11%	+$519	﹤0.01%	931
2025 Q2	$4.98K	Buy	28 +3	+12%	+$531	﹤0.01%	938
2025 Q1	$4.09K	Hold	25	–	–	﹤0.01%	938
2024 Q4	$3.3K	Hold	25	–	–	﹤0.01%	990
2024 Q3	$3.51K	Hold	25	–	–	﹤0.01%	894
2024 Q2	$3.13K	Hold	25	–	–	﹤0.01%	874
2024 Q1	$3.04K	Hold	25	–	–	﹤0.01%	851
2023 Q4	$3.02K	Hold	25	–	–	﹤0.01%	840
2023 Q3	$2.66K	Hold	25	–	–	﹤0.01%	844
2023 Q2	$2.87K	Hold	25	–	–	﹤0.01%	826
2023 Q1	$3.24K	Buy	+25	New	+$3.08K	﹤0.01%	818

Other funds holding RGLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bogart Wealth LLC's RGLD Position: Q2 2026 in Review

Bogart Wealth LLC reduced its Royal Gold (RGLD) stake by 64% in Q2 2026, selling an estimated $14.2K and leaving 35 shares worth $6.99K. The position accounts for ﹤0.01% of the portfolio, ranked #1113.

Bogart Wealth LLC first reported a position in RGLD in Q1 2023 and has held it in 14 quarters since. The position peaked at $24.4K in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Bogart Wealth LLC held 35 shares of Royal Gold worth $6.99K as of Q2 2026.
Bogart Wealth LLC sold 61 Royal Gold shares in Q2 2026, an estimated $14.2K.
Royal Gold made up ﹤0.01% of Bogart Wealth LLC's portfolio in Q2 2026, its #1113 holding.
Bogart Wealth LLC first reported a position in Royal Gold in Q1 2023 and has held it in 14 quarters since.
Bogart Wealth LLC's Royal Gold position peaked at $24.4K in Q1 2026.
766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Bogart Wealth LLC's 13F filing for Q2 2026, filed 24 Jul 2026.