LI
RGLD icon

LRI Investments’s Royal Gold RGLD Stock Holding History

LRI Investments’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 		$599 Buy
+3
New +$697 ﹤0.01% 1500
2024
Q3 		– Sell
-38
Closed -$4.76K – 1193
2024
Q2 		$4.76K Hold
38
– – ﹤0.01% 906
2024
Q1 		$4.63K Buy
+38
New +$4.29K ﹤0.01% 643

Other funds holding RGLD

Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
BWP
Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return
SEIA
Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BHWM
Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return
YIH
Y-Intercept (HK) Hong Kong $5.05B AUM 17.89% 1-Year Est. Return
PIMJS
PKO Investment Management Joint-Stock Warsaw, Poland $1.38B AUM 59.54% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
LSERS
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

LRI Investments's RGLD Position: Q2 2026 in Review

LRI Investments opened a new position in Royal Gold (RGLD) in Q2 2026: 3 shares worth $599. The stake represents ﹤0.01% of the portfolio and ranks #1500 among its holdings. This is a return to the name: LRI Investments previously reported a position in RGLD as recently as Q2 2024.

LRI Investments first reported a position in RGLD in Q1 2024 and has held it in 3 quarters since. The position peaked at $4.76K in Q2 2024. 137 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • LRI Investments held 3 shares of Royal Gold worth $599 as of Q2 2026.
  • Royal Gold was a new LRI Investments position in Q2 2026.
  • Royal Gold made up ﹤0.01% of LRI Investments's portfolio in Q2 2026, its #1500 holding.
  • LRI Investments first reported a position in Royal Gold in Q1 2024 and has held it in 3 quarters since.
  • LRI Investments's Royal Gold position peaked at $4.76K in Q2 2024.
  • 137 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.