RMR Wealth Builders’s Royal Gold RGLD Stock Holding History

RMR Wealth Builders’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 Q1	$765K	Buy	3,005 +6	+0.2%	+$1.59K	0.06%	136
2025 Q4	$667K	Buy	2,999 +6	+0.2%	+$1.19K	0.05%	147
2025 Q3	$600K	Buy	2,993 +9	+0.3%	+$1.56K	0.05%	150
2025 Q2	$531K	Buy	2,984 +7	+0.2%	+$1.24K	0.05%	157
2025 Q1	$487K	Sell	2,977 -119	-4%	-$17.5K	0.05%	157
2024 Q4	$408K	Buy	3,096 +8	+0.3%	+$1.16K	0.04%	173
2024 Q3	$433K	Buy	3,088 +9	+0.3%	+$1.23K	0.05%	169
2024 Q2	$385K	Buy	3,079 +10	+0.3%	+$1.25K	0.04%	173
2024 Q1	$374K	Buy	3,069 +11	+0.4%	+$1.24K	0.05%	183
2023 Q4	$370K	Buy	3,058 +10	+0.3%	+$1.13K	0.05%	172
2023 Q3	$324K	Buy	3,048 +9	+0.3%	+$1.02K	0.05%	176
2023 Q2	$349K	Buy	3,039 +8	+0.3%	+$1.03K	0.06%	151
2023 Q1	$393K	Buy	3,031 +10	+0.3%	+$1.23K	0.07%	132
2022 Q4	$341K	Buy	3,021 +11	+0.4%	+$1.13K	0.08%	130
2022 Q3	$282K	Buy	3,010 +10	+0.3%	+$990	0.07%	144
2022 Q2	$320K	Buy	+3,000	New	+$371K	0.08%	135
2020 Q4	–	Sell	-3,000	Closed	-$361K	–	549
2020 Q3	$361K	Buy	+3,000	New	+$394K	0.09%	142

Other funds holding RGLD

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return