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Moneta Group Investment Advisors’s Royal Gold RGLD Stock Holding History

Moneta Group Investment 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 		– Sell
-2,409
Closed -$535K – 845
2025
Q4 		$535K Buy
+2,409
New +$478K ﹤0.01% 481
2018
Q2 		– Sell
-158
Closed -$14K – 590
2018
Q1 		$14K Buy
+158
New +$13.3K ﹤0.01% 432

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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 International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Moneta Group Investment Advisors's RGLD Position: Q1 2026 in Review

Moneta Group Investment Advisors sold out of Royal Gold (RGLD) in Q1 2026, closing a stake of 2,409 shares — an estimated $535K sold.

Moneta Group Investment Advisors first reported a position in RGLD in Q1 2018 and held it in 2 quarters. The position peaked at $535K in Q4 2025. 809 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Moneta Group Investment Advisors reported no remaining Royal Gold position as of Q1 2026 after selling out during the quarter.
  • Moneta Group Investment Advisors sold 2,409 Royal Gold shares in Q1 2026, an estimated $535K.
  • Moneta Group Investment Advisors first reported a position in Royal Gold in Q1 2018 and held it in 2 quarters.
  • Moneta Group Investment Advisors's Royal Gold position peaked at $535K in Q4 2025.
  • 809 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.