SWA
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SOA Wealth Advisors’s Royal Gold RGLD Stock Holding History

SOA Wealth Advisors’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 		$998 Hold
5
– – ﹤0.01% 799
2026
Q1 		$1.27K Hold
5
– – ﹤0.01% 732
2025
Q4 		$1.11K Hold
5
– – ﹤0.01% 749
2025
Q3 		$1K Buy
+5
New +$865 ﹤0.01% 767

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SOA Wealth Advisors's RGLD Position: Q2 2026 in Review

SOA Wealth Advisors held its Royal Gold (RGLD) position steady in Q2 2026 at 5 shares worth $998. The position accounts for ﹤0.01% of the portfolio, ranked #799.

SOA Wealth Advisors first reported a position in RGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.27K in Q1 2026. 764 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • SOA Wealth Advisors held 5 shares of Royal Gold worth $998 as of Q2 2026.
  • SOA Wealth Advisors left its Royal Gold share count unchanged in Q2 2026.
  • Royal Gold made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #799 holding.
  • SOA Wealth Advisors first reported a position in Royal Gold in Q3 2025 and has held it in 4 quarters since.
  • SOA Wealth Advisors's Royal Gold position peaked at $1.27K in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.