True Wealth Design’s Royal Gold RGLD Stock Holding History

True Wealth Design’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 Q3	$91.3K	Sell	387 -7	-2%	-$1.6K	0.02%	311
2026 Q2	$78.6K	Buy	394 +10	+3%	+$2.32K	0.02%	327
2026 Q1	$97.7K	Buy	384 +3	+0.8%	+$796	0.03%	223
2025 Q4	$84.7K	Sell	381 -18	-5%	-$3.57K	0.02%	212
2025 Q3	$80K	Sell	399 -95	-19%	-$16.4K	0.02%	211
2025 Q2	$87.9K	Hold	494	–	–	0.03%	122
2025 Q1	$80.8K	Buy	494 +33	+7%	+$4.84K	0.03%	119
2024 Q4	$60.8K	Buy	461 +30	+7%	+$4.33K	0.02%	131
2024 Q3	$60.5K	Buy	+431	New	+$59K	0.02%	110

Other funds holding RGLD

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return

Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return

Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return

PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return

Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

True Wealth Design's RGLD Position: Q3 2026 in Review

True Wealth Design reduced its Royal Gold (RGLD) stake by 1.8% in Q3 2026, selling an estimated $1.6K and leaving 387 shares worth $91.3K. The position accounts for 0.02% of the portfolio, ranked #311.

True Wealth Design first reported a position in RGLD in Q3 2024 and has held it in 9 quarters since. The position peaked at $97.7K in Q1 2026. 112 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

True Wealth Design held 387 shares of Royal Gold worth $91.3K as of Q3 2026.
True Wealth Design sold 7 Royal Gold shares in Q3 2026, an estimated $1.6K.
Royal Gold made up 0.02% of True Wealth Design's portfolio in Q3 2026, its #311 holding.
True Wealth Design first reported a position in Royal Gold in Q3 2024 and has held it in 9 quarters since.
True Wealth Design's Royal Gold position peaked at $97.7K in Q1 2026.
112 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.