Carson Wealth (CWM LLC)’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $7.17M | Buy |
28,177
+1,141
| +4% | +$303K | 0.02% | 673 |
|
|
2025
Q4 | $6.01M | Buy |
27,036
+2,154
| +9% | +$427K | 0.02% | 709 |
|
|
2025
Q3 | $4.99M | Sell |
24,882
-15,780
| -39% | -$2.73M | 0.02% | 716 |
|
|
2025
Q2 | $7.23M | Buy |
40,662
+6,914
| +20% | +$1.22M | 0.03% | 487 |
|
|
2025
Q1 | $5.52M | Buy |
33,748
+16,149
| +92% | +$2.37M | 0.02% | 499 |
|
|
2024
Q4 | $2.32M | Buy |
17,599
+3,225
| +22% | +$465K | 0.01% | 728 |
|
|
2024
Q3 | $2.02M | Buy |
14,374
+8,227
| +134% | +$1.13M | 0.01% | 700 |
|
|
2024
Q2 | $769K | Buy |
6,147
+2,324
| +61% | +$290K | ﹤0.01% | 1032 |
|
|
2024
Q1 | $466K | Buy |
3,823
+1,936
| +103% | +$219K | ﹤0.01% | 1168 |
|
|
2023
Q4 | $228K | Sell |
1,887
-302
| -14% | -$34.1K | ﹤0.01% | 1362 |
|
|
2023
Q3 | $233K | Buy |
2,189
+669
| +44% | +$76K | ﹤0.01% | 1250 |
|
|
2023
Q2 | $175K | Buy |
1,520
+995
| +190% | +$128K | ﹤0.01% | 1308 |
|
|
2023
Q1 | $68K | Buy |
525
+69
| +15% | +$8.5K | ﹤0.01% | 1704 |
|
|
2022
Q4 | $51K | Sell |
456
-337
| -42% | -$34.7K | ﹤0.01% | 1725 |
|
|
2022
Q3 | $74K | Sell |
793
-39
| -5% | -$3.86K | ﹤0.01% | 1479 |
|
|
2022
Q2 | $89K | Sell |
832
-17
| -2% | -$2.1K | ﹤0.01% | 1365 |
|
|
2022
Q1 | $120K | Buy |
849
+151
| +22% | +$17.6K | ﹤0.01% | 1261 |
|
|
2021
Q4 | $73K | Buy |
+698
| New | +$70.4K | ﹤0.01% | 1429 |
|
|
2021
Q2 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2021
Q1 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q4 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q3 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q2 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2020
Q1 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q4 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q3 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q2 | $79K | Hold |
694
| – | – | ﹤0.01% | 1219 |
|
|
2019
Q1 | $79K | Buy |
694
+591
| +574% | +$51.6K | ﹤0.01% | 1219 |
|
|
2018
Q4 | $9K | Sell |
103
-505
| -83% | -$38.9K | ﹤0.01% | 1379 |
|
|
2018
Q3 | $47K | Hold |
608
| – | – | ﹤0.01% | 762 |
|
|
2018
Q2 | $56K | Buy |
+608
| New | +$54.4K | ﹤0.01% | 610 |
|
|
2015
Q3 | – | Sell |
-4,361
| Closed | -$269K | – | 656 |
|
|
2015
Q2 | $269K | Buy |
+4,361
| New | +$280K | 0.03% | 166 |
|
Other funds holding RGLD
VPM
VCM
Carson Wealth (CWM LLC)'s RGLD Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Royal Gold (RGLD) stake by 4.2% in Q1 2026, buying an estimated $303K and bringing the position to 28,177 shares worth $7.17M. The position accounts for 0.02% of the portfolio, ranked #673.
Carson Wealth (CWM LLC) first reported a position in RGLD in Q2 2015 and has held it in 32 quarters since. The position peaked at $7.23M in Q2 2025. 806 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.
- Carson Wealth (CWM LLC) held 28,177 shares of Royal Gold worth $7.17M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 1,141 Royal Gold shares in Q1 2026, an estimated $303K.
- Royal Gold made up 0.02% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #673 holding.
- Carson Wealth (CWM LLC) first reported a position in Royal Gold in Q2 2015 and has held it in 32 quarters since.
- Carson Wealth (CWM LLC)'s Royal Gold position peaked at $7.23M in Q2 2025.
- 806 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.