SPWM Advisors’s Royal Gold RGLD Stock Holding History

SPWM 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	$488K	Hold	2,577	–	–	0.45%	46
2026 Q1	$632K	Buy	2,577 +259	+11%	+$68.8K	0.55%	40
2025 Q4	$515K	Buy	+2,318	New	+$460K	0.49%	59

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 $3.38T AUM 44.17% 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

SPWM Advisors's RGLD Position: Q2 2026 in Review

SPWM Advisors held its Royal Gold (RGLD) position steady in Q2 2026 at 2,577 shares worth $488K. The position accounts for 0.45% of the portfolio, ranked #46.

SPWM Advisors first reported a position in RGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $632K in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

SPWM Advisors held 2,577 shares of Royal Gold worth $488K as of Q2 2026.
SPWM Advisors left its Royal Gold share count unchanged in Q2 2026.
Royal Gold made up 0.45% of SPWM Advisors's portfolio in Q2 2026, its #46 holding.
SPWM Advisors first reported a position in Royal Gold in Q4 2025 and has held it in 3 quarters since.
SPWM Advisors's Royal Gold position peaked at $632K in Q1 2026.
766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on SPWM Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.