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Sherman Wealth Management’s Royal Gold RGLD Stock Holding History

Sherman 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
Q2 		– Sell
-824
Closed -$210K – 86
2026
Q1 		$210K Buy
+824
New +$219K 0.18% 77

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59.9B AUM 27.01% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sherman Wealth Management's RGLD Position: Q2 2026 in Review

Sherman Wealth Management sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 824 shares — an estimated $210K sold.

Sherman Wealth Management first reported a position in RGLD in Q1 2026 and held it in 1 quarter. The position peaked at $210K in Q1 2026. 422 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Sherman Wealth Management reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
  • Sherman Wealth Management sold 824 Royal Gold shares in Q2 2026, an estimated $210K.
  • Sherman Wealth Management first reported a position in Royal Gold in Q1 2026 and held it in 1 quarter.
  • Sherman Wealth Management's Royal Gold position peaked at $210K in Q1 2026.
  • 422 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Sherman Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.