Modern Wealth Management’s Royal Gold RGLD Stock Holding History

Modern 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	–	Sell	-823	Closed	-$218K	–	1137
2026 Q1	$218K	Buy	+823	New	+$219K	﹤0.01%	814

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

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

Modern Wealth Management sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 823 shares — an estimated $218K sold.

Modern Wealth Management first reported a position in RGLD in Q1 2026 and held it in 1 quarter. The position peaked at $218K in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Modern Wealth Management reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
Modern Wealth Management sold 823 Royal Gold shares in Q2 2026, an estimated $218K.
Modern Wealth Management first reported a position in Royal Gold in Q1 2026 and held it in 1 quarter.
Modern Wealth Management's Royal Gold position peaked at $218K in Q1 2026.
763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.