JFS Wealth Advisors’s Royal Gold RGLD Stock Holding History

JFS 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	$50.9K	Sell	255 -5	-2%	-$1.16K	﹤0.01%	545
2026 Q1	$66.2K	Buy	260 +6	+2%	+$1.59K	﹤0.01%	464
2025 Q4	$56.5K	Buy	254 +16	+7%	+$3.17K	﹤0.01%	488
2025 Q3	$47.7K	Sell	238 -16	-6%	-$2.77K	﹤0.01%	514
2025 Q2	$45.2K	Buy	254 +216	+568%	+$38.2K	﹤0.01%	481
2025 Q1	$6.21K	Buy	38 +1	+3%	+$147	﹤0.01%	1034
2024 Q4	$4.88K	Hold	37	–	–	﹤0.01%	1132
2024 Q3	$5.19K	Buy	37 +1	+3%	+$137	﹤0.01%	1108
2024 Q2	$4.51K	Hold	36	–	–	﹤0.01%	1108
2024 Q1	$4.39K	Sell	36 -8	-18%	-$903	﹤0.01%	1147
2023 Q4	$5.32K	Buy	44 +11	+33%	+$1.24K	﹤0.01%	1028
2023 Q3	$3.51K	Sell	33 -9	-21%	-$1.02K	﹤0.01%	1142
2023 Q2	$4.82K	Sell	42 -8	-16%	-$1.03K	﹤0.01%	1020
2023 Q1	$6.49K	Buy	50 +16	+47%	+$1.97K	﹤0.01%	891
2022 Q4	$3.83K	Buy	34 +13	+62%	+$1.34K	﹤0.01%	1099
2022 Q3	$2K	Sell	21 -18	-46%	-$1.78K	﹤0.01%	1378
2022 Q2	$4K	Sell	39 -148	-79%	-$18.3K	﹤0.01%	1110
2022 Q1	$26K	Buy	187 +175	+1,458%	+$20.5K	﹤0.01%	545
2021 Q4	$1K	Buy	+12	New	+$1.21K	﹤0.01%	1530

Other funds holding RGLD

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

First Bankers Trust Louisville, Kentucky $321M AUM 29.65% 1-Year Est. Return

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

PVG Asset Management Golden, Colorado $173M AUM 64.51% 1-Year Est. Return

Cooper Investors Melbourne, Victoria, Australia $218M AUM 0.39% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

Dynamic Advisor Solutions Phoenix, Arizona $3.51B AUM 22.61% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return