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 Q2	$289K	Sell	1,447 -49	-3%	-$11.4K	0.01%	888
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	–	2238
2021 Q1	$1K	Buy	+5	New	+$533	﹤0.01%	2998
2020 Q4	–	Sell	-12	Closed	-$1K	–	2825
2020 Q3	$1K	Buy	12 +10	+500%	+$1.31K	﹤0.01%	2415
2020 Q2	$0	Sell	2 -40	-95%	-$4.83K	﹤0.01%	2631
2020 Q1	$4K	Buy	+42	New	+$4.34K	﹤0.01%	1921

Other funds holding RGLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sowell Financial Services's RGLD Position: Q2 2026 in Review

Sowell Financial Services reduced its Royal Gold (RGLD) stake by 3.3% in Q2 2026, selling an estimated $11.4K and leaving 1,447 shares worth $289K. The position accounts for 0.01% of the portfolio, ranked #888.

Sowell Financial Services first reported a position in RGLD in Q1 2020 and has held it in 10 quarters since. The position peaked at $381K in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Sowell Financial Services held 1,447 shares of Royal Gold worth $289K as of Q2 2026.
Sowell Financial Services sold 49 Royal Gold shares in Q2 2026, an estimated $11.4K.
Royal Gold made up 0.01% of Sowell Financial Services's portfolio in Q2 2026, its #888 holding.
Sowell Financial Services first reported a position in Royal Gold in Q1 2020 and has held it in 10 quarters since.
Sowell Financial Services's Royal Gold position peaked at $381K in Q1 2026.
763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.