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Sequoia Financial Advisors’s Royal Gold RGLD Stock Holding History

Sequoia Financial Advisors’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 		$771K Sell
3,861
-121
-3% -$28.1K ﹤0.01% 1074
2026
Q1 		$1.01M Buy
3,982
+90
+2% +$23.9K 0.01% 896
2025
Q4 		$865K Buy
3,892
+2,002
+106% +$397K ﹤0.01% 965
2025
Q3 		$379K Buy
+1,890
New +$327K ﹤0.01% 1268

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sequoia Financial Advisors's RGLD Position: Q2 2026 in Review

Sequoia Financial Advisors reduced its Royal Gold (RGLD) stake by 3% in Q2 2026, selling an estimated $28.1K and leaving 3,861 shares worth $771K. The position accounts for ﹤0.01% of the portfolio, ranked #1074.

Sequoia Financial Advisors first reported a position in RGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.01M in Q1 2026. 762 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Sequoia Financial Advisors held 3,861 shares of Royal Gold worth $771K as of Q2 2026.
  • Sequoia Financial Advisors sold 121 Royal Gold shares in Q2 2026, an estimated $28.1K.
  • Royal Gold made up ﹤0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #1074 holding.
  • Sequoia Financial Advisors first reported a position in Royal Gold in Q3 2025 and has held it in 4 quarters since.
  • Sequoia Financial Advisors's Royal Gold position peaked at $1.01M in Q1 2026.
  • 762 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.