UBS Group
RGLD icon

UBS Group’s Royal Gold RGLD Stock Holding History

UBS Group’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
2025
Q4 		– Sell
-24,096
Closed -$4.83M – 11065
2025
Q3 		$4.83M Buy
+24,096
New +$4.17M ﹤0.01% 4073
2022
Q4 		– Sell
-191,700
Closed -$18M – 11066
2022
Q3 		$18M Buy
191,700
+138,900
+263% +$13.8M 0.01% 1350
2022
Q2 		$5.64M Hold
52,800
– – ﹤0.01% 2277
2022
Q1 		$7.46M Buy
52,800
+12,300
+30% +$1.44M ﹤0.01% 2172
2021
Q4 		$4.26M Buy
+40,500
New +$4.08M ﹤0.01% 2996
2021
Q3 		– Sell
-75,500
Closed -$8.62M – 9992
2021
Q2 		$8.62M Buy
+75,500
New +$8.9M ﹤0.01% 2168
2020
Q2 		– Sell
-72,900
Closed -$6.39M – 8285
2020
Q1 		$6.39M Buy
+72,900
New +$7.53M ﹤0.01% 1729
2017
Q3 		– Sell
-50,000
Closed -$3.91M – 7940
2017
Q2 		$3.91M Hold
50,000
– – ﹤0.01% 2373
2017
Q1 		$3.5M Buy
+50,000
New +$3.39M ﹤0.01% 2412
2016
Q1 		– Sell
-90,600
Closed -$3.3M – 8069
2015
Q4 		$3.3M Buy
90,600
+90,000
+15,000% +$3.76M ﹤0.01% 2327
2015
Q3 		$28K Sell
600
-35,400
-98% -$1.82M ﹤0.01% 6363
2015
Q2 		$2.22M Sell
36,000
-100
-0.3% -$6.41K ﹤0.01% 2870
2015
Q1 		$2.28M Sell
36,100
-47,600
-57% -$3.27M ﹤0.01% 2814
2014
Q4 		$5.25M Buy
+83,700
New +$5.49M ﹤0.01% 2055

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

UBS Group's RGLD Position: Q1 2026 in Review

UBS Group increased its Royal Gold (RGLD) stake by 39% in Q1 2026, buying an estimated $32.1M and bringing the position to 429,896 shares worth $109M. The position accounts for 0.02% of the portfolio, ranked #987.

UBS Group first reported a position in RGLD in Q4 2014 and has held it in 46 quarters since. 803 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • UBS Group held 429,896 shares of Royal Gold worth $109M as of Q1 2026.
  • UBS Group bought 120,873 Royal Gold shares in Q1 2026, an estimated $32.1M.
  • Royal Gold made up 0.02% of UBS Group's portfolio in Q1 2026, its #987 holding.
  • UBS Group first reported a position in Royal Gold in Q4 2014 and has held it in 46 quarters since.
  • 803 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.