Fi3 Financial Advisors’s Royal Gold RGLD Stock Holding History

Fi3 Financial 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	-885	Closed	-$225K	–	270
2026 Q1	$225K	Sell	885 -39	-4%	-$10.4K	0.07%	186
2025 Q4	$205K	Buy	+924	New	+$183K	0.06%	182

Other funds holding RGLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Fi3 Financial Advisors's RGLD Position: Q2 2026 in Review

Fi3 Financial Advisors sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 885 shares — an estimated $225K sold.

Fi3 Financial Advisors first reported a position in RGLD in Q4 2025 and held it in 2 quarters. The position peaked at $225K in Q1 2026. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Fi3 Financial Advisors reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
Fi3 Financial Advisors sold 885 Royal Gold shares in Q2 2026, an estimated $225K.
Fi3 Financial Advisors first reported a position in Royal Gold in Q4 2025 and held it in 2 quarters.
Fi3 Financial Advisors's Royal Gold position peaked at $225K in Q1 2026.
762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Fi3 Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.