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 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T 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 $1.02T AUM 30.18% 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

SOA Wealth Advisors's RGLD Position: Q1 2026 in Review

SOA Wealth Advisors held its Royal Gold (RGLD) position steady in Q1 2026 at 5 shares worth $1.27K. The position accounts for ﹤0.01% of the portfolio, ranked #732.

SOA Wealth Advisors first reported a position in RGLD in Q3 2025 and has held it in 3 quarters since. 802 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

SOA Wealth Advisors held 5 shares of Royal Gold worth $1.27K as of Q1 2026.
SOA Wealth Advisors left its Royal Gold share count unchanged in Q1 2026.
Royal Gold made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q1 2026, its #732 holding.
SOA Wealth Advisors first reported a position in Royal Gold in Q3 2025 and has held it in 3 quarters since.
802 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on SOA Wealth Advisors's 13F filing for Q1 2026, filed 20 May 2026.