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Nvest Wealth Strategies’s Royal Gold RGLD Stock Holding History

Nvest Wealth Strategies’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 		$1.2K Hold
6
– – ﹤0.01% 207
2026
Q1 		$1.53K Hold
6
– – ﹤0.01% 193
2025
Q4 		$1.33K Buy
+6
New +$1.19K ﹤0.01% 187

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Nvest Wealth Strategies's RGLD Position: Q2 2026 in Review

Nvest Wealth Strategies held its Royal Gold (RGLD) position steady in Q2 2026 at 6 shares worth $1.2K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Nvest Wealth Strategies first reported a position in RGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.53K in Q1 2026. 393 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Nvest Wealth Strategies held 6 shares of Royal Gold worth $1.2K as of Q2 2026.
  • Nvest Wealth Strategies left its Royal Gold share count unchanged in Q2 2026.
  • Royal Gold made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #207 holding.
  • Nvest Wealth Strategies first reported a position in Royal Gold in Q4 2025 and has held it in 3 quarters since.
  • Nvest Wealth Strategies's Royal Gold position peaked at $1.53K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.