Smith Salley Wealth Management
RGLD icon

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

Smith Salley 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 		$222K Buy
+941
New +$216K 0.01% 262
2026
Q2 		– Sell
-938
Closed -$239K – 285
2026
Q1 		$239K Hold
938
– – 0.01% 244
2025
Q4 		$209K Buy
+938
New +$186K 0.01% 257

Other funds holding RGLD

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $85.7B AUM 51.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.11B AUM 22.59% 1-Year Est. Return
Phoenix Financial
Phoenix Financial Givatayim, Israel $14.8B AUM 42.86% 1-Year Est. Return

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

Smith Salley Wealth Management opened a new position in Royal Gold (RGLD) in Q3 2026: 941 shares worth $222K. The stake represents 0.01% of the portfolio and ranks #262 among its holdings. This is a return to the name: Smith Salley Wealth Management previously reported a position in RGLD as recently as Q1 2026.

Smith Salley Wealth Management first reported a position in RGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $239K in Q1 2026. 421 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Smith Salley Wealth Management held 941 shares of Royal Gold worth $222K as of Q3 2026.
  • Royal Gold was a new Smith Salley Wealth Management position in Q3 2026.
  • Royal Gold made up 0.01% of Smith Salley Wealth Management's portfolio in Q3 2026, its #262 holding.
  • Smith Salley Wealth Management first reported a position in Royal Gold in Q4 2025 and has held it in 3 quarters since.
  • Smith Salley Wealth Management's Royal Gold position peaked at $239K in Q1 2026.
  • 421 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Smith Salley Wealth Management's 13F filing for Q3 2026, filed 3 Nov 2026.