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Summit Trail Advisors’s Royal Gold RGLD Stock Holding History

Summit Trail 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 		$1.17M Buy
4,598
+737
+19% +$196K 0.02% 863
2025
Q4 		$858K Buy
3,861
+518
+15% +$103K 0.01% 895
2025
Q3 		$671K Buy
3,343
+2,046
+158% +$354K 0.01% 994
2025
Q2 		$231K Buy
+1,297
New +$230K ﹤0.01% 1013
2018
Q1 		– Sell
-252
Closed -$21K – 1381
2017
Q4 		$21K Buy
+252
New +$21.6K ﹤0.01% 1033

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Summit Trail Advisors's RGLD Position: Q1 2026 in Review

Summit Trail Advisors increased its Royal Gold (RGLD) stake by 19% in Q1 2026, buying an estimated $196K and bringing the position to 4,598 shares worth $1.17M. The position accounts for 0.02% of the portfolio, ranked #863.

Summit Trail Advisors first reported a position in RGLD in Q4 2017 and has held it in 5 quarters since. 802 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Summit Trail Advisors held 4,598 shares of Royal Gold worth $1.17M as of Q1 2026.
  • Summit Trail Advisors bought 737 Royal Gold shares in Q1 2026, an estimated $196K.
  • Royal Gold made up 0.02% of Summit Trail Advisors's portfolio in Q1 2026, its #863 holding.
  • Summit Trail Advisors first reported a position in Royal Gold in Q4 2017 and has held it in 5 quarters since.
  • 802 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Summit Trail Advisors's 13F filing for Q1 2026, filed 12 May 2026.