EWP
RGLD icon

Elevation Wealth Partners’s Royal Gold RGLD Stock Holding History

Elevation Wealth Partners’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 		$3.54K Sell
15
-106
-88% -$24.3K ﹤0.01% 1159
2026
Q2 		$24.2K Buy
121
+38
+46% +$8.83K 0.01% 523
2026
Q1 		$21.1K Hold
83
– – 0.01% 364
2025
Q4 		$18.5K Buy
+83
New +$16.5K 0.01% 391

Other funds holding RGLD

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Elevation Wealth Partners's RGLD Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Royal Gold (RGLD) stake by 88% in Q3 2026, selling an estimated $24.3K and leaving 15 shares worth $3.54K. The position accounts for ﹤0.01% of the portfolio, ranked #1159.

Elevation Wealth Partners first reported a position in RGLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $24.2K in Q2 2026. 36 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Elevation Wealth Partners held 15 shares of Royal Gold worth $3.54K as of Q3 2026.
  • Elevation Wealth Partners sold 106 Royal Gold shares in Q3 2026, an estimated $24.3K.
  • Royal Gold made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #1159 holding.
  • Elevation Wealth Partners first reported a position in Royal Gold in Q4 2025 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Royal Gold position peaked at $24.2K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.