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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
Q2 		$497K Buy
2,488
+34
+1% +$7.9K ﹤0.01% 1124
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

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

United Capital Financial Advisors's RGLD Position: Q2 2026 in Review

United Capital Financial Advisors increased its Royal Gold (RGLD) stake by 1.4% in Q2 2026, buying an estimated $7.9K and bringing the position to 2,488 shares worth $497K. The position accounts for ﹤0.01% of the portfolio, ranked #1124.

United Capital Financial Advisors first reported a position in RGLD in Q2 2019 and has held it in 18 quarters since. The position peaked at $2.22M in Q2 2020. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • United Capital Financial Advisors held 2,488 shares of Royal Gold worth $497K as of Q2 2026.
  • United Capital Financial Advisors bought 34 Royal Gold shares in Q2 2026, an estimated $7.9K.
  • Royal Gold made up ﹤0.01% of United Capital Financial Advisors's portfolio in Q2 2026, its #1124 holding.
  • United Capital Financial Advisors first reported a position in Royal Gold in Q2 2019 and has held it in 18 quarters since.
  • United Capital Financial Advisors's Royal Gold position peaked at $2.22M in Q2 2020.
  • 763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on United Capital Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.