JFG
RGLD icon

JMG Financial Group’s Royal Gold RGLD Stock Holding History

JMG Financial Group’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
Q1 		$207K Buy
+813
New +$216K 0.01% 127
2025
Q3 		– Sell
-1,581
Closed -$281K – 128
2025
Q2 		$281K Sell
1,581
-800
-34% -$142K 0.01% 110
2025
Q1 		$389K Hold
2,381
– – 0.01% 97
2024
Q4 		$314K Hold
2,381
– – 0.01% 102
2024
Q3 		$334K Hold
2,381
– – 0.01% 100
2024
Q2 		$298K Hold
2,381
– – 0.01% 104
2024
Q1 		$290K Hold
2,381
– – 0.01% 104
2023
Q4 		$288K Hold
2,381
– – 0.01% 105
2023
Q3 		$253K Buy
+2,381
New +$271K 0.01% 101
2023
Q2 		– Sell
-2,400
Closed -$311K – 112
2023
Q1 		$311K Hold
2,400
– – 0.02% 94
2022
Q4 		$271K Hold
2,400
– – 0.01% 93
2022
Q3 		$225K Hold
2,400
– – 0.01% 87
2022
Q2 		$256K Hold
2,400
– – 0.02% 85
2022
Q1 		$339K Hold
2,400
– – 0.02% 70
2021
Q4 		$253K Buy
+2,400
New +$242K 0.01% 79

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VPM
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VCM
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Invesco
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return