GoalVest Advisory’s Royal Gold RGLD Stock Holding History

GoalVest Advisory’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	$22.4K	Sell	112 -4,705	-98%	-$1.09M	﹤0.01%	292
2026 Q1	$1.23M	Buy	4,817 +2,000	+71%	+$531K	0.24%	71
2025 Q4	$626K	Buy	2,817 +112	+4%	+$22.2K	0.12%	95
2025 Q3	$543K	Buy	2,705 +1,200	+80%	+$208K	0.12%	90
2025 Q2	$268K	Hold	1,505	–	–	0.07%	110
2025 Q1	$246K	Buy	1,505 +75	+5%	+$11K	0.07%	109
2024 Q4	$189K	Hold	1,430	–	–	0.05%	117
2024 Q3	$201K	Hold	1,430	–	–	0.06%	105
2024 Q2	$179K	Hold	1,430	–	–	0.06%	109
2024 Q1	$174K	Buy	+1,430	New	+$161K	0.06%	113

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

GoalVest Advisory's RGLD Position: Q2 2026 in Review

GoalVest Advisory reduced its Royal Gold (RGLD) stake by 98% in Q2 2026, selling an estimated $1.09M and leaving 112 shares worth $22.4K. The position accounts for ﹤0.01% of the portfolio, ranked #292.

GoalVest Advisory first reported a position in RGLD in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.23M in Q1 2026. 764 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

GoalVest Advisory held 112 shares of Royal Gold worth $22.4K as of Q2 2026.
GoalVest Advisory sold 4,705 Royal Gold shares in Q2 2026, an estimated $1.09M.
Royal Gold made up ﹤0.01% of GoalVest Advisory's portfolio in Q2 2026, its #292 holding.
GoalVest Advisory first reported a position in Royal Gold in Q1 2024 and has held it in 10 quarters since.
GoalVest Advisory's Royal Gold position peaked at $1.23M in Q1 2026.
764 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.