Lido Advisors
RGLD icon

Lido Advisors’s Royal Gold RGLD Stock Holding History

Lido 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
Q1 		$6.76M Sell
26,580
-918
-3% -$244K 0.03% 397
2025
Q4 		$5.53M Sell
27,498
-159
-0.6% -$31.5K 0.02% 444
2025
Q3 		$5.55M Buy
27,657
+217
+0.8% +$37.5K 0.02% 423
2025
Q2 		$4.88M Buy
27,440
+1,177
+4% +$208K 0.03% 381
2025
Q1 		$4.29M Sell
26,263
-62
-0.2% -$9.09K 0.03% 376
2024
Q4 		$3.47M Buy
26,325
+46
+0.2% +$6.64K 0.02% 399
2024
Q3 		$3.69M Buy
26,279
+2,551
+11% +$349K 0.03% 350
2024
Q2 		$2.97M Buy
23,728
+5
+0% +$624 0.02% 369
2024
Q1 		$2.89M Sell
23,723
-268
-1% -$30.3K 0.03% 361
2023
Q4 		$2.9M Sell
23,991
-255
-1% -$28.8K 0.03% 338
2023
Q3 		$2.58M Buy
24,246
+578
+2% +$65.7K 0.03% 331
2023
Q2 		$2.72M Sell
23,668
-46
-0.2% -$5.92K 0.03% 317
2023
Q1 		$3.08M Buy
23,714
+10,769
+83% +$1.33M 0.04% 263
2022
Q4 		$1.46M Buy
12,945
+3,254
+34% +$335K 0.03% 338
2022
Q3 		$909K Buy
+9,691
New +$960K 0.02% 392

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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