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IVC Wealth Advisors’s Royal Gold RGLD Stock Holding History

IVC 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 		$232K Buy
1,164
+13
+1% +$3.02K 0.09% 160
2026
Q1 		$293K Sell
1,151
-149
-11% -$39.6K 0.13% 136
2025
Q4 		$289K Buy
1,300
+153
+13% +$30.4K 0.13% 133
2025
Q3 		$230K Buy
+1,147
New +$198K 0.1% 164

Other funds holding RGLD

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return
BWM
BCS Wealth Management Johnson City, Tennessee $555M AUM 18.41% 1-Year Est. Return

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

IVC Wealth Advisors increased its Royal Gold (RGLD) stake by 1.1% in Q2 2026, buying an estimated $3.02K and bringing the position to 1,164 shares worth $232K. The position accounts for 0.09% of the portfolio, ranked #160.

IVC Wealth Advisors first reported a position in RGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $293K in Q1 2026. 97 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • IVC Wealth Advisors held 1,164 shares of Royal Gold worth $232K as of Q2 2026.
  • IVC Wealth Advisors bought 13 Royal Gold shares in Q2 2026, an estimated $3.02K.
  • Royal Gold made up 0.09% of IVC Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • IVC Wealth Advisors first reported a position in Royal Gold in Q3 2025 and has held it in 4 quarters since.
  • IVC Wealth Advisors's Royal Gold position peaked at $293K in Q1 2026.
  • 97 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on IVC Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.