CTWM
RGLD icon

Cherry Tree Wealth Management’s Royal Gold RGLD Stock Holding History

Cherry Tree 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 		– Sell
-749
Closed -$166K – 601
2025
Q4 		$166K Buy
+749
New +$149K 0.04% 176

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Cherry Tree Wealth Management's RGLD Position: Q1 2026 in Review

Cherry Tree Wealth Management sold out of Royal Gold (RGLD) in Q1 2026, closing a stake of 749 shares — an estimated $166K sold.

Cherry Tree Wealth Management first reported a position in RGLD in Q4 2025 and held it in 1 quarter. The position peaked at $166K in Q4 2025. 808 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Cherry Tree Wealth Management reported no remaining Royal Gold position as of Q1 2026 after selling out during the quarter.
  • Cherry Tree Wealth Management sold 749 Royal Gold shares in Q1 2026, an estimated $166K.
  • Cherry Tree Wealth Management first reported a position in Royal Gold in Q4 2025 and held it in 1 quarter.
  • Cherry Tree Wealth Management's Royal Gold position peaked at $166K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.