SFS
RGLD icon

Sowell Financial Services’s Royal Gold RGLD Stock Holding History

Sowell Financial Services’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 		$381K Buy
1,496
+150
+11% +$39.8K 0.01% 735
2025
Q4 		$299K Sell
1,346
-22
-2% -$4.36K 0.01% 834
2025
Q3 		$274K Buy
1,368
+52
+4% +$8.99K 0.01% 845
2025
Q2 		$234K Buy
1,316
+8
+0.6% +$1.42K 0.01% 893
2025
Q1 		$214K Buy
+1,308
New +$192K 0.01% 909
2021
Q2 		– Sell
-5
Closed -$1K – 2240
2021
Q1 		$1K Buy
+5
New +$533 ﹤0.01% 2998
2020
Q4 		– Sell
-12
Closed -$1K – 2833
2020
Q3 		$1K Buy
12
+10
+500% +$1.31K ﹤0.01% 2415
2020
Q2 		$0 Sell
2
-40
-95% -$4.83K ﹤0.01% 2641
2020
Q1 		$4K Buy
+42
New +$4.34K ﹤0.01% 1921

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VCM
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return