Cornerstone Planning Group
RGLD icon

Cornerstone Planning Group’s Royal Gold RGLD Stock Holding History

Cornerstone Planning Group’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
Q3 		– Sell
-24
Closed -$4.84K – 1342
2026
Q2 		$4.84K Sell
24
-9
-27% -$2.09K ﹤0.01% 1091
2026
Q1 		$7.23K Buy
33
+12
+57% +$3.19K ﹤0.01% 996
2025
Q4 		$6.32K Sell
21
-329
-94% -$65.3K ﹤0.01% 916
2025
Q3 		$12.9K Buy
+350
New +$60.5K ﹤0.01% 701
2025
Q1 		– Sell
-3
Closed -$415 – 1665
2024
Q4 		$415 Buy
+3
New +$433 ﹤0.01% 1194

Other funds holding RGLD

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Cornerstone Planning Group's RGLD Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Royal Gold (RGLD) in Q3 2026, closing a stake of 24 shares — an estimated $4.84K sold.

Cornerstone Planning Group first reported a position in RGLD in Q4 2024 and held it in 5 quarters. The position peaked at $12.9K in Q3 2025. 176 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Cornerstone Planning Group reported no remaining Royal Gold position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 24 Royal Gold shares in Q3 2026, an estimated $4.84K.
  • Cornerstone Planning Group first reported a position in Royal Gold in Q4 2024 and held it in 5 quarters.
  • Cornerstone Planning Group's Royal Gold position peaked at $12.9K in Q3 2025.
  • 176 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.