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Principia Wealth Advisory’s Royal Gold RGLD Stock Holding History

Principia Wealth Advisory’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
Q4 		$1.33K Buy
6
+1
+20% +$198 ﹤0.01% 586
2025
Q3 		$1K Buy
5
+1
+25% +$173 ﹤0.01% 640
2025
Q2 		$711 Hold
4
– – ﹤0.01% 662
2025
Q1 		$658 Buy
4
+3
+300% +$440 ﹤0.01% 506
2024
Q4 		$132 Buy
+1
New +$144 ﹤0.01% 757

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 Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Principia Wealth Advisory's RGLD Position: Q4 2025 in Review

Principia Wealth Advisory increased its Royal Gold (RGLD) stake by 20% in Q4 2025, buying an estimated $198 and bringing the position to 6 shares worth $1.33K. The position accounts for ﹤0.01% of the portfolio, ranked #586.

Principia Wealth Advisory first reported a position in RGLD in Q4 2024 and has held it in 5 quarters since. 743 funds tracked by Wall St. Rank hold RGLD as of Q4 2025.

  • Principia Wealth Advisory held 6 shares of Royal Gold worth $1.33K as of Q4 2025.
  • Principia Wealth Advisory bought 1 Royal Gold share in Q4 2025, an estimated $198.
  • Royal Gold made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q4 2025, its #586 holding.
  • Principia Wealth Advisory first reported a position in Royal Gold in Q4 2024 and has held it in 5 quarters since.
  • 743 funds tracked by Wall St. Rank held Royal Gold as of Q4 2025.

Based on Principia Wealth Advisory's 13F filing for Q4 2025, filed 10 Feb 2026.