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Dogwood Wealth Management’s Royal Gold RGLD Stock Holding History

Dogwood 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
Q2 		$17.2K Sell
86
-24
-22% -$5.58K 0.01% 271
2026
Q1 		$28K Sell
110
-27
-20% -$7.17K 0.01% 196
2025
Q4 		$30.5K Buy
137
+8
+6% +$1.59K 0.01% 158
2025
Q3 		$25.9K Buy
129
+32
+33% +$5.54K 0.01% 161
2025
Q2 		$15.5K Buy
+97
New +$17.2K 0.01% 207

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

Dogwood Wealth Management's RGLD Position: Q2 2026 in Review

Dogwood Wealth Management reduced its Royal Gold (RGLD) stake by 22% in Q2 2026, selling an estimated $5.58K and leaving 86 shares worth $17.2K. The position accounts for 0.01% of the portfolio, ranked #271.

Dogwood Wealth Management first reported a position in RGLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $30.5K in Q4 2025. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Dogwood Wealth Management held 86 shares of Royal Gold worth $17.2K as of Q2 2026.
  • Dogwood Wealth Management sold 24 Royal Gold shares in Q2 2026, an estimated $5.58K.
  • Royal Gold made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #271 holding.
  • Dogwood Wealth Management first reported a position in Royal Gold in Q2 2025 and has held it in 5 quarters since.
  • Dogwood Wealth Management's Royal Gold position peaked at $30.5K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.