JWCA
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J.W. Cole Advisors’s Royal Gold RGLD Stock Holding History

J.W. Cole 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 		$237K Buy
+1,190
New +$277K ﹤0.01% 1414
2026
Q1 		– Sell
-1,326
Closed -$237K – 1327
2025
Q4 		$237K Buy
1,326
+88
+7% +$17.5K 0.01% 1218
2025
Q3 		$248K Sell
1,238
-45
-4% -$7.78K ﹤0.01% 1326
2025
Q2 		$228K Buy
+1,283
New +$227K ﹤0.01% 1295
2024
Q4 		– Sell
-1,911
Closed -$268K – 988
2024
Q3 		$268K Sell
1,911
-25
-1% -$3.42K 0.01% 814
2024
Q2 		$242K Sell
1,936
-304
-14% -$38K 0.01% 780
2024
Q1 		$273K Buy
2,240
+426
+23% +$48.1K 0.01% 722
2023
Q4 		$219K Buy
+1,814
New +$205K 0.01% 736
2023
Q3 		– Sell
-1,863
Closed -$214K – 784
2023
Q2 		$214K Buy
1,863
+4
+0.2% +$515 0.02% 684
2023
Q1 		$241K Buy
+1,859
New +$229K 0.02% 672
2022
Q2 		– Sell
-1,542
Closed -$218K – 793
2022
Q1 		$218K Buy
+1,542
New +$180K 0.01% 724
2021
Q3 		– Sell
-2,397
Closed -$273K – 695
2021
Q2 		$273K Buy
+2,397
New +$283K 0.02% 609

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

J.W. Cole Advisors's RGLD Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Royal Gold (RGLD) in Q2 2026: 1,190 shares worth $237K. The stake represents ﹤0.01% of the portfolio and ranks #1414 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in RGLD as recently as Q4 2025.

J.W. Cole Advisors first reported a position in RGLD in Q2 2021 and has held it in 12 quarters since. The position peaked at $273K in Q2 2021. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • J.W. Cole Advisors held 1,190 shares of Royal Gold worth $237K as of Q2 2026.
  • Royal Gold was a new J.W. Cole Advisors position in Q2 2026.
  • Royal Gold made up ﹤0.01% of J.W. Cole Advisors's portfolio in Q2 2026, its #1414 holding.
  • J.W. Cole Advisors first reported a position in Royal Gold in Q2 2021 and has held it in 12 quarters since.
  • J.W. Cole Advisors's Royal Gold position peaked at $273K in Q2 2021.
  • 763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.