HWA
RGLD icon

HHM Wealth Advisors’s Royal Gold RGLD Stock Holding History

HHM 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
2026
Q2 		$459K Buy
2,301
+20
+0.9% +$4.65K 0.05% 138
2026
Q1 		$580K Sell
2,281
-28
-1% -$7.43K 0.07% 108
2025
Q4 		$513K Buy
2,309
+1
+0% +$198 0.06% 113
2025
Q3 		$463K Sell
2,308
-6
-0.3% -$1.04K 0.05% 122
2025
Q2 		$412K Hold
2,314
– – 0.05% 126
2025
Q1 		$378K Sell
2,314
-155
-6% -$22.7K 0.05% 127
2024
Q4 		$325K Buy
2,469
+6
+0.2% +$866 0.04% 139
2024
Q3 		$346K Sell
2,463
-211
-8% -$28.9K 0.05% 124
2024
Q2 		$335K Buy
+2,674
New +$334K 0.05% 125

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 $3.37T AUM 44.26% 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

HHM Wealth Advisors's RGLD Position: Q2 2026 in Review

HHM Wealth Advisors increased its Royal Gold (RGLD) stake by 0.88% in Q2 2026, buying an estimated $4.65K and bringing the position to 2,301 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #138.

HHM Wealth Advisors first reported a position in RGLD in Q2 2024 and has held it in 9 quarters since. The position peaked at $580K in Q1 2026. 765 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • HHM Wealth Advisors held 2,301 shares of Royal Gold worth $459K as of Q2 2026.
  • HHM Wealth Advisors bought 20 Royal Gold shares in Q2 2026, an estimated $4.65K.
  • Royal Gold made up 0.05% of HHM Wealth Advisors's portfolio in Q2 2026, its #138 holding.
  • HHM Wealth Advisors first reported a position in Royal Gold in Q2 2024 and has held it in 9 quarters since.
  • HHM Wealth Advisors's Royal Gold position peaked at $580K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on HHM Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.