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HB Wealth Management’s Royal Gold RGLD Stock Holding History

HB Wealth 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 		$380K Sell
1,902
-32
-2% -$7.44K ﹤0.01% 1250
2026
Q1 		$492K Buy
1,934
+215
+13% +$57.1K ﹤0.01% 987
2025
Q4 		$382K Buy
1,719
+104
+6% +$20.6K ﹤0.01% 1020
2025
Q3 		$324K Buy
1,615
+207
+15% +$35.8K ﹤0.01% 1038
2025
Q2 		$250K Buy
1,408
+23
+2% +$4.07K ﹤0.01% 1015
2025
Q1 		$226K Buy
+1,385
New +$203K ﹤0.01% 1093

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

HB Wealth Management's RGLD Position: Q2 2026 in Review

HB Wealth Management reduced its Royal Gold (RGLD) stake by 1.7% in Q2 2026, selling an estimated $7.44K and leaving 1,902 shares worth $380K. The position accounts for ﹤0.01% of the portfolio, ranked #1250.

HB Wealth Management first reported a position in RGLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $492K in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • HB Wealth Management held 1,902 shares of Royal Gold worth $380K as of Q2 2026.
  • HB Wealth Management sold 32 Royal Gold shares in Q2 2026, an estimated $7.44K.
  • Royal Gold made up ﹤0.01% of HB Wealth Management's portfolio in Q2 2026, its #1250 holding.
  • HB Wealth Management first reported a position in Royal Gold in Q1 2025 and has held it in 6 quarters since.
  • HB Wealth Management's Royal Gold position peaked at $492K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.