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Optimum Investment Advisors’s Royal Gold RGLD Stock Holding History

Optimum 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
2025
Q3 		$456K Buy
2,275
+2,150
+1,720% +$372K 0.18% 109
2025
Q2 		$22.2K Hold
125
– – 0.01% 431
2025
Q1 		$20.4K Hold
125
– – 0.01% 441
2024
Q4 		$16.5K Hold
125
– – 0.01% 455
2024
Q3 		$17.5K Hold
125
– – 0.01% 465
2024
Q2 		$15.6K Hold
125
– – 0.01% 473
2024
Q1 		$15.2K Hold
125
– – 0.01% 481
2023
Q4 		$15.1K Sell
125
-40
-24% -$4.52K 0.01% 478
2023
Q3 		$17.5K Hold
165
– – 0.01% 485
2023
Q2 		$18.9K Hold
165
– – 0.01% 482
2023
Q1 		$21.4K Hold
165
– – 0.01% 469
2022
Q4 		$18.6K Hold
165
– – 0.01% 499
2022
Q3 		$15K Hold
165
– – 0.01% 534
2022
Q2 		$18K Sell
165
-150
-48% -$18.5K 0.01% 532
2022
Q1 		$45K Hold
315
– – 0.02% 452
2021
Q4 		$33K Hold
315
– – 0.01% 532
2021
Q3 		$30K Hold
315
– – 0.01% 542
2021
Q2 		$36K Hold
315
– – 0.01% 575
2021
Q1 		$34K Sell
315
-1,300
-80% -$139K 0.01% 580
2020
Q4 		$172K Sell
1,615
-500
-24% -$57.8K 0.05% 265
2020
Q3 		$254K Hold
2,115
– – 0.09% 210
2020
Q2 		$263K Buy
2,115
+40
+2% +$4.83K 0.09% 203
2020
Q1 		$182K Sell
2,075
-800
-28% -$82.6K 0.07% 233
2019
Q4 		$351K Sell
2,875
-250
-8% -$29.6K 0.1% 195
2019
Q3 		$385K Buy
3,125
+450
+17% +$54.8K 0.12% 179
2019
Q2 		$274K Hold
2,675
– – 0.09% 219
2019
Q1 		$243K Buy
2,675
+150
+6% +$13.1K 0.08% 245
2018
Q4 		$216K Buy
+2,525
New +$194K 0.07% 241
2014
Q1 		– Sell
-200
Closed -$9K – 772
2013
Q4 		$9K Hold
200
– – ﹤0.01% 622
2013
Q3 		$10K Buy
+200
New +$10.4K ﹤0.01% 580

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Optimum Investment Advisors's RGLD Position: Q3 2025 in Review

Optimum Investment Advisors increased its Royal Gold (RGLD) stake by 1,720% in Q3 2025, buying an estimated $372K and bringing the position to 2,275 shares worth $456K. The position accounts for 0.18% of the portfolio, ranked #109.

Optimum Investment Advisors first reported a position in RGLD in Q3 2013 and has held it in 30 quarters since. 652 funds tracked by Wall St. Rank hold RGLD as of Q3 2025.

  • Optimum Investment Advisors held 2,275 shares of Royal Gold worth $456K as of Q3 2025.
  • Optimum Investment Advisors bought 2,150 Royal Gold shares in Q3 2025, an estimated $372K.
  • Royal Gold made up 0.18% of Optimum Investment Advisors's portfolio in Q3 2025, its #109 holding.
  • Optimum Investment Advisors first reported a position in Royal Gold in Q3 2013 and has held it in 30 quarters since.
  • 652 funds tracked by Wall St. Rank held Royal Gold as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.