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Independent Financial Group’s Royal Gold RGLD Stock Holding History

Independent Financial Group’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 		$472K Sell
2,366
-235
-9% -$54.6K 0.01% 1022
2026
Q1 		$662K Sell
2,601
-620
-19% -$165K 0.01% 791
2025
Q4 		$716K Buy
3,221
+463
+17% +$91.8K 0.02% 748
2025
Q3 		$553K Buy
2,758
+5
+0.2% +$865 0.01% 806
2025
Q2 		$490K Buy
2,753
+263
+11% +$46.6K 0.01% 792
2025
Q1 		$407K Buy
2,490
+143
+6% +$21K 0.01% 791
2024
Q4 		$309K Buy
2,347
+60
+3% +$8.66K 0.01% 891
2024
Q3 		$321K Buy
2,287
+221
+11% +$30.2K 0.01% 852
2024
Q2 		$259K Buy
2,066
+40
+2% +$4.99K 0.01% 902
2024
Q1 		$247K Sell
2,026
-100
-5% -$11.3K 0.01% 872
2023
Q4 		$257K Buy
2,126
+16
+0.8% +$1.81K 0.01% 796
2023
Q3 		$224K Sell
2,110
-921
-30% -$105K 0.01% 787
2023
Q2 		$348K Buy
3,031
+255
+9% +$32.8K 0.02% 587
2023
Q1 		$360K Buy
2,776
+529
+24% +$65.2K 0.03% 546
2022
Q4 		$253K Buy
2,247
+85
+4% +$8.76K 0.02% 622
2022
Q3 		$203K Sell
2,162
-2,353
-52% -$233K 0.02% 670
2022
Q2 		$482K Sell
4,515
-517
-10% -$63.9K 0.05% 395
2022
Q1 		$711K Buy
5,032
+265
+6% +$31K 0.06% 341
2021
Q4 		$502K Buy
4,767
+2,647
+125% +$267K 0.04% 422
2021
Q3 		$202K Buy
2,120
+1
+0% +$112 0.02% 672
2021
Q2 		$242K Sell
2,119
-624
-23% -$73.6K 0.03% 596
2021
Q1 		$295K Buy
2,743
+211
+8% +$22.5K 0.04% 473
2020
Q4 		$269K Buy
2,532
+225
+10% +$26K 0.04% 450
2020
Q3 		$277K Buy
2,307
+162
+8% +$21.3K 0.05% 364
2020
Q2 		$267K Buy
+2,145
New +$259K 0.06% 343

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

Independent Financial Group's RGLD Position: Q2 2026 in Review

Independent Financial Group reduced its Royal Gold (RGLD) stake by 9% in Q2 2026, selling an estimated $54.6K and leaving 2,366 shares worth $472K. The position accounts for 0.01% of the portfolio, ranked #1022.

Independent Financial Group first reported a position in RGLD in Q2 2020 and has held it in 25 quarters since. The position peaked at $716K in Q4 2025. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Independent Financial Group held 2,366 shares of Royal Gold worth $472K as of Q2 2026.
  • Independent Financial Group sold 235 Royal Gold shares in Q2 2026, an estimated $54.6K.
  • Royal Gold made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #1022 holding.
  • Independent Financial Group first reported a position in Royal Gold in Q2 2020 and has held it in 25 quarters since.
  • Independent Financial Group's Royal Gold position peaked at $716K in Q4 2025.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.