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 Q2	–	Sell	-813	Closed	-$207K	–	139
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

Other funds holding RGLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JMG Financial Group's RGLD Position: Q2 2026 in Review

JMG Financial Group sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 813 shares — an estimated $207K sold.

JMG Financial Group first reported a position in RGLD in Q4 2021 and held it in 15 quarters. The position peaked at $389K in Q1 2025. 765 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

JMG Financial Group reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
JMG Financial Group sold 813 Royal Gold shares in Q2 2026, an estimated $207K.
JMG Financial Group first reported a position in Royal Gold in Q4 2021 and held it in 15 quarters.
JMG Financial Group's Royal Gold position peaked at $389K in Q1 2025.
765 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on JMG Financial Group's 13F filing for Q2 2026, filed 31 Jul 2026.