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Poinciana Advisors Group’s Royal Gold RGLD Stock Holding History

Poinciana Advisors Group’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 		$213K Hold
1,068
– – 0.16% 108
2026
Q1 		$272K Hold
1,068
– – 0.21% 91
2025
Q4 		$237K Hold
1,068
– – 0.19% 109
2025
Q3 		$214K Sell
1,068
-370
-26% -$64K 0.18% 112
2025
Q2 		$256K Buy
1,438
+115
+9% +$20.4K 0.23% 90
2025
Q1 		$216K Buy
+1,323
New +$194K 0.22% 88

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

Poinciana Advisors Group's RGLD Position: Q2 2026 in Review

Poinciana Advisors Group held its Royal Gold (RGLD) position steady in Q2 2026 at 1,068 shares worth $213K. The position accounts for 0.16% of the portfolio, ranked #108.

Poinciana Advisors Group first reported a position in RGLD in Q1 2025 and has held it in 6 quarters since. The position peaked at $272K in Q1 2026. 393 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Poinciana Advisors Group held 1,068 shares of Royal Gold worth $213K as of Q2 2026.
  • Poinciana Advisors Group left its Royal Gold share count unchanged in Q2 2026.
  • Royal Gold made up 0.16% of Poinciana Advisors Group's portfolio in Q2 2026, its #108 holding.
  • Poinciana Advisors Group first reported a position in Royal Gold in Q1 2025 and has held it in 6 quarters since.
  • Poinciana Advisors Group's Royal Gold position peaked at $272K in Q1 2026.
  • 393 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Poinciana Advisors Group's 13F filing for Q2 2026, filed 28 Jul 2026.