JWA
RGLD icon

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

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

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

JFS Wealth Advisors reduced its Royal Gold (RGLD) stake by 1.9% in Q2 2026, selling an estimated $1.16K and leaving 255 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #545.

JFS Wealth Advisors first reported a position in RGLD in Q4 2021 and has held it in 19 quarters since. The position peaked at $66.2K in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • JFS Wealth Advisors held 255 shares of Royal Gold worth $50.9K as of Q2 2026.
  • JFS Wealth Advisors sold 5 Royal Gold shares in Q2 2026, an estimated $1.16K.
  • Royal Gold made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #545 holding.
  • JFS Wealth Advisors first reported a position in Royal Gold in Q4 2021 and has held it in 19 quarters since.
  • JFS Wealth Advisors's Royal Gold position peaked at $66.2K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.