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Mount Yale Investment Advisors’s Royal Gold RGLD Stock Holding History

Mount Yale 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
Q2 		$208K Sell
1,040
-68
-6% -$15.8K ﹤0.01% 1135
2026
Q1 		$282K Buy
1,108
+121
+12% +$32.1K 0.01% 915
2025
Q4 		$219K Buy
+987
New +$196K 0.01% 673
2025
Q3 		– Sell
-112
Closed -$19.9K – 1403
2025
Q2 		$19.9K Buy
+112
New +$19.8K ﹤0.01% 1042
2018
Q3 		– Sell
-196
Closed -$18K – 993
2018
Q2 		$18K Buy
+196
New +$17.5K ﹤0.01% 818

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's RGLD Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Royal Gold (RGLD) stake by 6.1% in Q2 2026, selling an estimated $15.8K and leaving 1,040 shares worth $208K. The position accounts for ﹤0.01% of the portfolio, ranked #1135.

Mount Yale Investment Advisors first reported a position in RGLD in Q2 2018 and has held it in 5 quarters since. The position peaked at $282K in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Mount Yale Investment Advisors held 1,040 shares of Royal Gold worth $208K as of Q2 2026.
  • Mount Yale Investment Advisors sold 68 Royal Gold shares in Q2 2026, an estimated $15.8K.
  • Royal Gold made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1135 holding.
  • Mount Yale Investment Advisors first reported a position in Royal Gold in Q2 2018 and has held it in 5 quarters since.
  • Mount Yale Investment Advisors's Royal Gold position peaked at $282K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.