Smallwood Wealth Investment Management’s Royal Gold RGLD Stock Holding History

Smallwood Wealth Investment 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	$28K	Buy	140 +1	+0.7%	+$232	0.01%	245
2026 Q1	$35.6K	Hold	139	–	–	0.02%	206
2025 Q4	$31.1K	Hold	139	–	–	0.02%	223
2025 Q3	$28K	Hold	139	–	–	0.01%	235
2025 Q2	$24.7K	Buy	139 +1	+0.7%	+$177	0.01%	233
2025 Q1	$22.7K	Buy	+138	New	+$20.2K	0.01%	237
2022 Q2	–	Sell	-1,487	Closed	-$210K	–	66
2022 Q1	$210K	Buy	+1,487	New	+$174K	0.2%	53

Other funds holding RGLD

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

Amalgamated Bank New York $14.5B AUM 44.3% 1-Year Est. Return

BHWM

Bar Harbor Wealth Management Concord, New Hampshire $1.86B AUM 32.07% 1-Year Est. Return

Smallwood Wealth Investment Management's RGLD Position: Q2 2026 in Review

Smallwood Wealth Investment Management increased its Royal Gold (RGLD) stake by 0.72% in Q2 2026, buying an estimated $232 and bringing the position to 140 shares worth $28K. The position accounts for 0.01% of the portfolio, ranked #245.

Smallwood Wealth Investment Management first reported a position in RGLD in Q1 2022 and has held it in 7 quarters since. The position peaked at $210K in Q1 2022. 207 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Smallwood Wealth Investment Management held 140 shares of Royal Gold worth $28K as of Q2 2026.
Smallwood Wealth Investment Management bought 1 Royal Gold share in Q2 2026, an estimated $232.
Royal Gold made up 0.01% of Smallwood Wealth Investment Management's portfolio in Q2 2026, its #245 holding.
Smallwood Wealth Investment Management first reported a position in Royal Gold in Q1 2022 and has held it in 7 quarters since.
Smallwood Wealth Investment Management's Royal Gold position peaked at $210K in Q1 2022.
207 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Smallwood Wealth Investment Management's 13F filing for Q2 2026, filed 23 Jul 2026.