Physician Wealth Advisors
RGLD icon

Physician Wealth Advisors’s Royal Gold RGLD Stock Holding History

Physician Wealth 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
Q3 		$628K Buy
2,661
+1,718
+182% +$394K 0.07% 111
2026
Q2 		$188K Buy
943
+14
+2% +$3.26K 0.02% 222
2026
Q1 		$236K Sell
929
-43
-4% -$11.4K 0.03% 173
2025
Q4 		$216K Sell
972
-1
-0.1% -$198 0.03% 188
2025
Q3 		$195K Sell
973
-53
-5% -$9.17K 0.03% 202
2025
Q2 		$182K Buy
1,026
+306
+43% +$54.2K 0.03% 200
2025
Q1 		$118K Hold
720
– – 0.02% 237
2024
Q4 		$94.9K Buy
+720
New +$104K 0.02% 263

Other funds holding RGLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

Physician Wealth Advisors's RGLD Position: Q3 2026 in Review

Physician Wealth Advisors increased its Royal Gold (RGLD) stake by 182% in Q3 2026, buying an estimated $394K and bringing the position to 2,661 shares worth $628K. The position accounts for 0.07% of the portfolio, ranked #111.

Physician Wealth Advisors first reported a position in RGLD in Q4 2024 and has held it in 8 quarters since. 421 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Physician Wealth Advisors held 2,661 shares of Royal Gold worth $628K as of Q3 2026.
  • Physician Wealth Advisors bought 1,718 Royal Gold shares in Q3 2026, an estimated $394K.
  • Royal Gold made up 0.07% of Physician Wealth Advisors's portfolio in Q3 2026, its #111 holding.
  • Physician Wealth Advisors first reported a position in Royal Gold in Q4 2024 and has held it in 8 quarters since.
  • 421 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Physician Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.