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
2026 Q2	$1.4K	Buy	7 +1	+17%	+$232	﹤0.01%	690
2026 Q1	$1.53K	Hold	6	–	–	﹤0.01%	588
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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Principia Wealth Advisory's RGLD Position: Q2 2026 in Review

Principia Wealth Advisory increased its Royal Gold (RGLD) stake by 17% in Q2 2026, buying an estimated $232 and bringing the position to 7 shares worth $1.4K. The position accounts for ﹤0.01% of the portfolio, ranked #690.

Principia Wealth Advisory first reported a position in RGLD in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.53K in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Principia Wealth Advisory held 7 shares of Royal Gold worth $1.4K as of Q2 2026.
Principia Wealth Advisory bought 1 Royal Gold share in Q2 2026, an estimated $232.
Royal Gold made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #690 holding.
Principia Wealth Advisory first reported a position in Royal Gold in Q4 2024 and has held it in 7 quarters since.
Principia Wealth Advisory's Royal Gold position peaked at $1.53K in Q1 2026.
766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.