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UCFA
United Capital Financial Advisors’s
Royal Gold
RGLD
Stock Holding History
United Capital Financial 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
Q1
$625K
Buy
+2,454
New
+$652K
﹤0.01%
960
2023
Q2
–
Sell
-5,543
Closed
-$719K
–
959
2023
Q1
$719K
Sell
5,543
-909
-14%
-$112K
﹤0.01%
654
2022
Q4
$727K
Sell
6,452
-2,979
-32%
-$307K
﹤0.01%
689
2022
Q3
$885K
Sell
9,431
-1,976
-17%
-$196K
0.01%
639
2022
Q2
$1.22M
Buy
11,407
+68
+0.6%
+$8.41K
0.01%
598
2022
Q1
$1.6M
Buy
11,339
+8
+0.1%
+$935
0.01%
564
2021
Q4
$1.19M
Sell
11,331
-1,226
-10%
-$124K
0.01%
642
2021
Q3
$1.2M
Sell
12,557
-7
-0.1%
-$784
0.01%
627
2021
Q2
$1.43M
Buy
12,564
+1
+0%
+$118
0.01%
614
2021
Q1
$1.35M
Sell
12,563
-2,533
-17%
-$270K
0.01%
593
2020
Q4
$1.61M
Sell
15,096
-2,266
-13%
-$262K
0.01%
556
2020
Q3
$2.09M
Sell
17,362
-521
-3%
-$68.4K
0.01%
487
2020
Q2
$2.22M
Buy
17,883
+200
+1%
+$24.2K
0.02%
494
2020
Q1
$1.55M
Buy
17,683
+507
+3%
+$52.3K
0.01%
546
2019
Q4
$2.1M
Buy
17,176
+2,638
+18%
+$312K
0.01%
598
2019
Q3
$1.79M
Buy
14,538
+2,934
+25%
+$357K
0.01%
612
2019
Q2
$1.18M
Buy
+11,604
New
+$1.05M
0.01%
760
Other funds holding RGLD
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
BlackRock
New York
$5.7T 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
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
VanEck Associates
New York
$133B AUM
72.99%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Capital International Investors
Los Angeles, California
$427B AUM
29.17%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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