Formidable Asset Management’s Royal Gold RGLD Stock Holding History

Formidable Asset 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	$585K	Sell	2,930 -91	-3%	-$21.2K	0.09%	201
2026 Q1	$769K	Hold	3,021	–	–	0.12%	168
2025 Q4	$672K	Buy	3,021 +747	+33%	+$148K	0.1%	200
2025 Q3	$456K	Buy	+2,274	New	+$393K	0.07%	257
2022 Q2	–	Sell	-1,701	Closed	-$240K	–	346
2022 Q1	$240K	Buy	+1,701	New	+$199K	0.05%	280
2021 Q3	–	Sell	-1,932	Closed	-$220K	–	379
2021 Q2	$220K	Buy	+1,932	New	+$228K	0.05%	278

Other funds holding RGLD

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

YIH

Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

BWM

BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

Formidable Asset Management's RGLD Position: Q2 2026 in Review

Formidable Asset Management reduced its Royal Gold (RGLD) stake by 3% in Q2 2026, selling an estimated $21.2K and leaving 2,930 shares worth $585K. The position accounts for 0.09% of the portfolio, ranked #201.

Formidable Asset Management first reported a position in RGLD in Q2 2021 and has held it in 6 quarters since. The position peaked at $769K in Q1 2026. 97 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Formidable Asset Management held 2,930 shares of Royal Gold worth $585K as of Q2 2026.
Formidable Asset Management sold 91 Royal Gold shares in Q2 2026, an estimated $21.2K.
Royal Gold made up 0.09% of Formidable Asset Management's portfolio in Q2 2026, its #201 holding.
Formidable Asset Management first reported a position in Royal Gold in Q2 2021 and has held it in 6 quarters since.
Formidable Asset Management's Royal Gold position peaked at $769K in Q1 2026.
97 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Formidable Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.