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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
Q2 		$1.09M Buy
5,443
+845
+18% +$196K 0.01% 954
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Summit Trail Advisors's RGLD Position: Q2 2026 in Review

Summit Trail Advisors increased its Royal Gold (RGLD) stake by 18% in Q2 2026, buying an estimated $196K and bringing the position to 5,443 shares worth $1.09M. The position accounts for 0.01% of the portfolio, ranked #954.

Summit Trail Advisors first reported a position in RGLD in Q4 2017 and has held it in 6 quarters since. The position peaked at $1.17M in Q1 2026. 764 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Summit Trail Advisors held 5,443 shares of Royal Gold worth $1.09M as of Q2 2026.
  • Summit Trail Advisors bought 845 Royal Gold shares in Q2 2026, an estimated $196K.
  • Royal Gold made up 0.01% of Summit Trail Advisors's portfolio in Q2 2026, its #954 holding.
  • Summit Trail Advisors first reported a position in Royal Gold in Q4 2017 and has held it in 6 quarters since.
  • Summit Trail Advisors's Royal Gold position peaked at $1.17M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Summit Trail Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.