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Summit Wealth Partners’s Royal Gold RGLD Stock Holding History

Summit Wealth Partners’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 		$227K Sell
1,136
-149
-12% -$34.6K 0.03% 268
2026
Q1 		$327K Buy
+1,285
New +$341K 0.05% 210

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 Wealth Partners's RGLD Position: Q2 2026 in Review

Summit Wealth Partners reduced its Royal Gold (RGLD) stake by 12% in Q2 2026, selling an estimated $34.6K and leaving 1,136 shares worth $227K. The position accounts for 0.03% of the portfolio, ranked #268.

Summit Wealth Partners first reported a position in RGLD in Q1 2026 and has held it in 2 quarters since. The position peaked at $327K in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Summit Wealth Partners held 1,136 shares of Royal Gold worth $227K as of Q2 2026.
  • Summit Wealth Partners sold 149 Royal Gold shares in Q2 2026, an estimated $34.6K.
  • Royal Gold made up 0.03% of Summit Wealth Partners's portfolio in Q2 2026, its #268 holding.
  • Summit Wealth Partners first reported a position in Royal Gold in Q1 2026 and has held it in 2 quarters since.
  • Summit Wealth Partners's Royal Gold position peaked at $327K in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Summit Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.