NewSquare Capital’s Royal Gold RGLD Stock Holding History

NewSquare Capital’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
2025 Q3	–	Sell	-4	Closed	-$711	–	992
2025 Q2	$711	Hold	4	–	–	﹤0.01%	1095
2025 Q1	$654	Buy	+4	New	+$587	﹤0.01%	983
2023 Q3	–	Sell	-100	Closed	-$11.5K	–	834
2023 Q2	$11.5K	Hold	100	–	–	﹤0.01%	328
2023 Q1	$13K	Hold	100	–	–	﹤0.01%	320
2022 Q4	$11.3K	Buy	+100	New	+$10.3K	﹤0.01%	275

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

NewSquare Capital's RGLD Position: Q3 2025 in Review

NewSquare Capital sold out of Royal Gold (RGLD) in Q3 2025, closing a stake of 4 shares — an estimated $711 sold.

NewSquare Capital first reported a position in RGLD in Q4 2022 and held it in 5 quarters. The position peaked at $13K in Q1 2023. 650 funds tracked by Wall St. Rank hold RGLD as of Q3 2025.

NewSquare Capital reported no remaining Royal Gold position as of Q3 2025 after selling out during the quarter.
NewSquare Capital sold 4 Royal Gold shares in Q3 2025, an estimated $711.
NewSquare Capital first reported a position in Royal Gold in Q4 2022 and held it in 5 quarters.
NewSquare Capital's Royal Gold position peaked at $13K in Q1 2023.
650 funds tracked by Wall St. Rank held Royal Gold as of Q3 2025.

Based on NewSquare Capital's 13F filing for Q3 2025, filed 12 Nov 2025.