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Concurrent Investment Advisors’s Royal Gold RGLD Stock Holding History

Concurrent Investment 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
Q2 		– Sell
-4,640
Closed -$1.18M – 2187
2026
Q1 		$1.18M Buy
4,640
+248
+6% +$65.8K 0.01% 820
2025
Q4 		$976K Buy
+4,392
New +$871K 0.01% 843
2025
Q2 		– Sell
-1,770
Closed -$289K – 1461
2025
Q1 		$289K Sell
1,770
-84
-5% -$12.3K 0.01% 944
2024
Q4 		$244K Buy
1,854
+110
+6% +$15.9K 0.01% 909
2024
Q3 		$245K Buy
+1,744
New +$239K 0.01% 860

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's RGLD Position: Q2 2026 in Review

Concurrent Investment Advisors sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 4,640 shares — an estimated $1.18M sold.

Concurrent Investment Advisors first reported a position in RGLD in Q3 2024 and held it in 5 quarters. The position peaked at $1.18M in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Concurrent Investment Advisors reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
  • Concurrent Investment Advisors sold 4,640 Royal Gold shares in Q2 2026, an estimated $1.18M.
  • Concurrent Investment Advisors first reported a position in Royal Gold in Q3 2024 and held it in 5 quarters.
  • Concurrent Investment Advisors's Royal Gold position peaked at $1.18M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.