IWC
RGLD icon

Integrated Wealth Concepts’s Royal Gold RGLD Stock Holding History

Integrated Wealth Concepts’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 		$4.9M Buy
24,546
+1,361
+6% +$316K 0.03% 491
2026
Q1 		$5.9M Buy
23,185
+9,397
+68% +$2.49M 0.05% 372
2025
Q4 		$3.07M Sell
13,788
-5,794
-30% -$1.15M 0.04% 425
2025
Q3 		$3.93M Buy
19,582
+505
+3% +$87.3K 0.04% 446
2025
Q2 		$3.39M Buy
19,077
+12,356
+184% +$2.19M 0.03% 454
2025
Q1 		$1.1M Buy
6,721
+216
+3% +$31.7K 0.01% 785
2024
Q4 		$858K Buy
6,505
+333
+5% +$48.1K 0.01% 889
2024
Q3 		$866K Sell
6,172
-5
-0.1% -$684 0.01% 863
2024
Q2 		$773K Sell
6,177
-551
-8% -$68.8K 0.01% 870
2024
Q1 		$820K Buy
6,728
+381
+6% +$43K 0.01% 842
2023
Q4 		$768K Sell
6,347
-36
-0.6% -$4.07K 0.01% 821
2023
Q3 		$679K Buy
6,383
+1
+0% +$114 0.01% 850
2023
Q2 		$733K Buy
+6,382
New +$821K 0.01% 811

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

Integrated Wealth Concepts's RGLD Position: Q2 2026 in Review

Integrated Wealth Concepts increased its Royal Gold (RGLD) stake by 5.9% in Q2 2026, buying an estimated $316K and bringing the position to 24,546 shares worth $4.9M. The position accounts for 0.03% of the portfolio, ranked #491.

Integrated Wealth Concepts first reported a position in RGLD in Q2 2023 and has held it in 13 quarters since. The position peaked at $5.9M in Q1 2026. 765 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Integrated Wealth Concepts held 24,546 shares of Royal Gold worth $4.9M as of Q2 2026.
  • Integrated Wealth Concepts bought 1,361 Royal Gold shares in Q2 2026, an estimated $316K.
  • Royal Gold made up 0.03% of Integrated Wealth Concepts's portfolio in Q2 2026, its #491 holding.
  • Integrated Wealth Concepts first reported a position in Royal Gold in Q2 2023 and has held it in 13 quarters since.
  • Integrated Wealth Concepts's Royal Gold position peaked at $5.9M in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.