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Heartwood Wealth Advisors’s Royal Gold RGLD Stock Holding History

Heartwood Wealth 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
2025
Q4 		– Sell
-20
Closed -$4.01K – 511
2025
Q3 		$4.01K Buy
+20
New +$3.46K ﹤0.01% 431

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Heartwood Wealth Advisors's RGLD Position: Q4 2025 in Review

Heartwood Wealth Advisors sold out of Royal Gold (RGLD) in Q4 2025, closing a stake of 20 shares — an estimated $4.01K sold.

Heartwood Wealth Advisors first reported a position in RGLD in Q3 2025 and held it in 1 quarter. The position peaked at $4.01K in Q3 2025. 742 funds tracked by Wall St. Rank hold RGLD as of Q4 2025.

  • Heartwood Wealth Advisors reported no remaining Royal Gold position as of Q4 2025 after selling out during the quarter.
  • Heartwood Wealth Advisors sold 20 Royal Gold shares in Q4 2025, an estimated $4.01K.
  • Heartwood Wealth Advisors first reported a position in Royal Gold in Q3 2025 and held it in 1 quarter.
  • Heartwood Wealth Advisors's Royal Gold position peaked at $4.01K in Q3 2025.
  • 742 funds tracked by Wall St. Rank held Royal Gold as of Q4 2025.

Based on Heartwood Wealth Advisors's 13F filing for Q4 2025, filed 12 Jan 2026.