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Savvy Advisors Inc’s Royal Gold RGLD Stock Holding History

Savvy Advisors Inc’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 		$510K Sell
2,005
-17
-0.8% -$4.51K 0.01% 664
2025
Q4 		$449K Buy
2,022
+126
+7% +$25K 0.01% 607
2025
Q3 		$380K Buy
1,896
+57
+3% +$9.86K 0.02% 528
2025
Q2 		$327K Buy
1,839
+13
+0.7% +$2.3K 0.02% 468
2025
Q1 		$299K Buy
+1,826
New +$268K 0.03% 396

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
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
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Savvy Advisors Inc's RGLD Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Royal Gold (RGLD) stake by 0.84% in Q1 2026, selling an estimated $4.51K and leaving 2,005 shares worth $510K. The position accounts for 0.01% of the portfolio, ranked #664.

Savvy Advisors Inc first reported a position in RGLD in Q1 2025 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Savvy Advisors Inc held 2,005 shares of Royal Gold worth $510K as of Q1 2026.
  • Savvy Advisors Inc sold 17 Royal Gold shares in Q1 2026, an estimated $4.51K.
  • Royal Gold made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #664 holding.
  • Savvy Advisors Inc first reported a position in Royal Gold in Q1 2025 and has held it in 5 quarters since.
  • 802 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.