GA
RGLD icon

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

YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
FBT
First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return
PAM
PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return
CI
Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return
HWAM
Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return