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SHP Wealth Management’s Royal Gold RGLD Stock Holding History

SHP 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
Q1 		$9.92K Buy
39
+34
+680% +$9.03K ﹤0.01% 895
2025
Q4 		$1.11K Buy
+5
New +$992 ﹤0.01% 1238

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

SHP Wealth Management's RGLD Position: Q1 2026 in Review

SHP Wealth Management increased its Royal Gold (RGLD) stake by 680% in Q1 2026, buying an estimated $9.03K and bringing the position to 39 shares worth $9.92K. The position accounts for ﹤0.01% of the portfolio, ranked #895.

SHP Wealth Management first reported a position in RGLD in Q4 2025 and has held it in 2 quarters since. 805 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • SHP Wealth Management held 39 shares of Royal Gold worth $9.92K as of Q1 2026.
  • SHP Wealth Management bought 34 Royal Gold shares in Q1 2026, an estimated $9.03K.
  • Royal Gold made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #895 holding.
  • SHP Wealth Management first reported a position in Royal Gold in Q4 2025 and has held it in 2 quarters since.
  • 805 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.