Sheets Smith Wealth Management’s Royal Gold RGLD Stock Holding History

Sheets Smith Wealth Management’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	$547K	Hold	2,317	–	–	0.06%	274
2026 Q2	$462K	Hold	2,317	–	–	0.05%	304
2026 Q1	$590K	Buy	2,317 +1	+0%	+$265	0.07%	262
2025 Q4	$515K	Buy	+2,316	New	+$459K	0.06%	269
2025 Q3	–	Sell	-3,720	Closed	-$662K	–	423
2025 Q2	$662K	Buy	+3,720	New	+$659K	0.08%	239
2016 Q4	–	Sell	-9,251	Closed	-$716K	–	297
2016 Q3	$716K	Buy	9,251 +2	+0%	+$161	0.2%	147
2016 Q2	$666K	Buy	+9,249	New	+$550K	0.19%	158

Other funds holding RGLD

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Sheets Smith Wealth Management's RGLD Position: Q3 2026 in Review

Sheets Smith Wealth Management held its Royal Gold (RGLD) position steady in Q3 2026 at 2,317 shares worth $547K. The position accounts for 0.06% of the portfolio, ranked #274.

Sheets Smith Wealth Management first reported a position in RGLD in Q2 2016 and has held it in 7 quarters since. The position peaked at $716K in Q3 2016. 97 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

Sheets Smith Wealth Management held 2,317 shares of Royal Gold worth $547K as of Q3 2026.
Sheets Smith Wealth Management left its Royal Gold share count unchanged in Q3 2026.
Royal Gold made up 0.06% of Sheets Smith Wealth Management's portfolio in Q3 2026, its #274 holding.
Sheets Smith Wealth Management first reported a position in Royal Gold in Q2 2016 and has held it in 7 quarters since.
Sheets Smith Wealth Management's Royal Gold position peaked at $716K in Q3 2016.
97 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Sheets Smith Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.