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Retirement Wealth Solutions’s Royal Gold RGLD Stock Holding History

Retirement Wealth Solutions’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 		$4.25K Buy
18
+3
+20% +$688 ﹤0.01% 413
2026
Q2 		$3K Hold
15
– – ﹤0.01% 442
2026
Q1 		$3.82K Buy
15
+1
+7% +$265 ﹤0.01% 378
2025
Q4 		$3.11K Buy
14
+3
+27% +$595 ﹤0.01% 383
2025
Q3 		$2.21K Buy
+11
New +$1.9K ﹤0.01% 428

Other funds holding RGLD

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Retirement Wealth Solutions's RGLD Position: Q3 2026 in Review

Retirement Wealth Solutions increased its Royal Gold (RGLD) stake by 20% in Q3 2026, buying an estimated $688 and bringing the position to 18 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Retirement Wealth Solutions first reported a position in RGLD in Q3 2025 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Retirement Wealth Solutions held 18 shares of Royal Gold worth $4.25K as of Q3 2026.
  • Retirement Wealth Solutions bought 3 Royal Gold shares in Q3 2026, an estimated $688.
  • Royal Gold made up ﹤0.01% of Retirement Wealth Solutions's portfolio in Q3 2026, its #413 holding.
  • Retirement Wealth Solutions first reported a position in Royal Gold in Q3 2025 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Retirement Wealth Solutions's 13F filing for Q3 2026, filed 7 Oct 2026.