LWM
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Lodestone Wealth Management’s Royal Gold RGLD Stock Holding History

Lodestone Wealth Management’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 		$19.8K Sell
99
-17
-15% -$3.95K 0.01% 419
2026
Q1 		$29.6K Buy
116
+66
+132% +$17.5K 0.01% 356
2025
Q4 		$11.1K Buy
+50
New +$9.92K ﹤0.01% 487

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

Lodestone Wealth Management's RGLD Position: Q2 2026 in Review

Lodestone Wealth Management reduced its Royal Gold (RGLD) stake by 15% in Q2 2026, selling an estimated $3.95K and leaving 99 shares worth $19.8K. The position accounts for 0.01% of the portfolio, ranked #419.

Lodestone Wealth Management first reported a position in RGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.6K in Q1 2026. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Lodestone Wealth Management held 99 shares of Royal Gold worth $19.8K as of Q2 2026.
  • Lodestone Wealth Management sold 17 Royal Gold shares in Q2 2026, an estimated $3.95K.
  • Royal Gold made up 0.01% of Lodestone Wealth Management's portfolio in Q2 2026, its #419 holding.
  • Lodestone Wealth Management first reported a position in Royal Gold in Q4 2025 and has held it in 3 quarters since.
  • Lodestone Wealth Management's Royal Gold position peaked at $29.6K in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.