Integrated Wealth Concepts’s Royal Gold RGLD Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
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