Corient Private Wealth
RGLD icon

Corient Private Wealth’s Royal Gold RGLD Stock Holding History

Corient Private Wealth’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 		$2.25M Sell
8,844
-4,521
-34% -$1.2M ﹤0.01% 1203
2025
Q4 		$2.97M Buy
13,365
+10,575
+379% +$2.1M ﹤0.01% 1313
2025
Q3 		$560K Sell
2,790
-256
-8% -$44.3K ﹤0.01% 1736
2025
Q2 		$542K Sell
3,046
-149
-5% -$26.4K ﹤0.01% 1667
2025
Q1 		$523K Buy
3,195
+556
+21% +$81.6K ﹤0.01% 1577
2024
Q4 		$348K Sell
2,639
-95
-3% -$13.7K ﹤0.01% 1812
2024
Q3 		$384K Buy
2,734
+311
+13% +$42.6K ﹤0.01% 1885
2024
Q2 		$303K Sell
2,423
-189
-7% -$23.6K ﹤0.01% 1902
2024
Q1 		$317K Buy
+2,612
New +$295K ﹤0.01% 1862

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return