IVC Wealth Advisors
RGLD icon

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
Q3 		$288K Buy
1,222
+58
+5% +$13.3K 0.12% 136
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 $45.5B AUM 15.2% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
U.S. Global Investors (USGI)
U.S. Global Investors (USGI) San Antonio, Texas $1B AUM 32.31% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Amalgamated Bank
Amalgamated Bank New York $14.3B AUM 35.81% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

IVC Wealth Advisors's RGLD Position: Q3 2026 in Review

IVC Wealth Advisors increased its Royal Gold (RGLD) stake by 5% in Q3 2026, buying an estimated $13.3K and bringing the position to 1,222 shares worth $288K. The position accounts for 0.12% of the portfolio, ranked #136.

IVC Wealth Advisors first reported a position in RGLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $293K in Q1 2026. 190 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • IVC Wealth Advisors held 1,222 shares of Royal Gold worth $288K as of Q3 2026.
  • IVC Wealth Advisors bought 58 Royal Gold shares in Q3 2026, an estimated $13.3K.
  • Royal Gold made up 0.12% of IVC Wealth Advisors's portfolio in Q3 2026, its #136 holding.
  • IVC Wealth Advisors first reported a position in Royal Gold in Q3 2025 and has held it in 5 quarters since.
  • IVC Wealth Advisors's Royal Gold position peaked at $293K in Q1 2026.
  • 190 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on IVC Wealth Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.