Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
SPC
Sigma Planning Corp’s
Royal Gold
RGLD
Stock Holding History
Sigma Planning Corp’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
$1.37M
Sell
5,396
-1,172
-18%
-$311K
0.04%
453
2025
Q4
$1.46M
Buy
+6,568
New
+$1.3M
0.04%
405
2025
Q3
–
Sell
-4,078
Closed
-$725K
–
1370
2025
Q2
$725K
Buy
+4,078
New
+$722K
0.02%
627
2022
Q3
–
Sell
-2,936
Closed
-$314K
–
1333
2022
Q2
$314K
Sell
2,936
-4,480
-60%
-$554K
0.01%
967
2022
Q1
$1.05M
Buy
7,416
+3,116
+72%
+$364K
0.03%
516
2021
Q4
$452K
Buy
+4,300
New
+$434K
0.01%
899
2017
Q4
–
Sell
-2,830
Closed
-$244K
–
892
2017
Q3
$244K
Sell
2,830
-784
-22%
-$67.9K
0.02%
690
2017
Q2
$283K
Buy
+3,614
New
+$272K
0.03%
589
2016
Q2
–
Sell
-31,705
Closed
-$1.63M
–
751
2016
Q1
$1.63M
Sell
31,705
-3,626
-10%
-$148K
0.22%
105
2015
Q4
$1.29M
Sell
35,331
-609
-2%
-$25.4K
0.18%
129
2015
Q3
$1.69M
Sell
35,940
-487
-1%
-$25.1K
0.27%
87
2015
Q2
$2.24M
Buy
36,427
+381
+1%
+$24.4K
0.31%
79
2015
Q1
$2.27M
Sell
36,046
-1,238
-3%
-$85.1K
0.3%
76
2014
Q4
$2.34M
Buy
+37,284
New
+$2.45M
0.31%
81
Other funds holding RGLD
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close