IAGL
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Innovative Advisory Group, LLC’s Royal Gold RGLD Stock Holding History

Innovative Advisory Group, LLC’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
-29
Closed -$6.45K – 180
2025
Q4 		$6.45K Hold
29
– – ﹤0.01% 147
2025
Q3 		$5.82K Hold
29
– – ﹤0.01% 154
2025
Q2 		$5.16K Hold
29
– – ﹤0.01% 153
2025
Q1 		$4.74K Hold
29
– – ﹤0.01% 134
2024
Q4 		$3.82K Buy
+29
New +$4.19K ﹤0.01% 136

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 $3.38T AUM 44.17% 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

Innovative Advisory Group, LLC's RGLD Position: Q1 2026 in Review

Innovative Advisory Group, LLC sold out of Royal Gold (RGLD) in Q1 2026, closing a stake of 29 shares — an estimated $6.45K sold.

Innovative Advisory Group, LLC first reported a position in RGLD in Q4 2024 and held it in 5 quarters. The position peaked at $6.45K in Q4 2025. 810 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Innovative Advisory Group, LLC reported no remaining Royal Gold position as of Q1 2026 after selling out during the quarter.
  • Innovative Advisory Group, LLC sold 29 Royal Gold shares in Q1 2026, an estimated $6.45K.
  • Innovative Advisory Group, LLC first reported a position in Royal Gold in Q4 2024 and held it in 5 quarters.
  • Innovative Advisory Group, LLC's Royal Gold position peaked at $6.45K in Q4 2025.
  • 810 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Innovative Advisory Group, LLC's 13F filing for Q1 2026, filed 22 Sep 2026.