Ullmann Wealth Partners Group’s Royal Gold RGLD Stock Holding History

Ullmann Wealth Partners 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
2026 Q2	$1.09M	Buy	5,467 +26	+0.5%	+$6.04K	0.1%	78
2026 Q1	$1.38M	Buy	5,441 +9	+0.2%	+$2.39K	0.14%	63
2025 Q4	$949K	Buy	5,432 +2,510	+86%	+$498K	0.1%	77
2025 Q3	$586K	Sell	2,922 -1	-0%	-$173	0.06%	93
2025 Q2	$520K	Buy	2,923 +5	+0.2%	+$885	0.06%	93
2025 Q1	$477K	Buy	2,918 +8	+0.3%	+$1.17K	0.06%	93
2024 Q4	$384K	Buy	2,910 +17	+0.6%	+$2.45K	0.05%	102
2024 Q3	$406K	Buy	+2,893	New	+$396K	0.05%	100

Other funds holding RGLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Ullmann Wealth Partners Group's RGLD Position: Q2 2026 in Review

Ullmann Wealth Partners Group increased its Royal Gold (RGLD) stake by 0.48% in Q2 2026, buying an estimated $6.04K and bringing the position to 5,467 shares worth $1.09M. The position accounts for 0.1% of the portfolio, ranked #78.

Ullmann Wealth Partners Group first reported a position in RGLD in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.38M in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Ullmann Wealth Partners Group held 5,467 shares of Royal Gold worth $1.09M as of Q2 2026.
Ullmann Wealth Partners Group bought 26 Royal Gold shares in Q2 2026, an estimated $6.04K.
Royal Gold made up 0.1% of Ullmann Wealth Partners Group's portfolio in Q2 2026, its #78 holding.
Ullmann Wealth Partners Group first reported a position in Royal Gold in Q3 2024 and has held it in 8 quarters since.
Ullmann Wealth Partners Group's Royal Gold position peaked at $1.38M in Q1 2026.
763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Ullmann Wealth Partners Group's 13F filing for Q2 2026, filed 10 Aug 2026.