United Financial Planning Group’s Royal Gold RGLD Stock Holding History

United Financial Planning 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	–	Sell	-14	Closed	-$3.56K	–	523
2026 Q1	$3.56K	Buy	+14	New	+$3.72K	﹤0.01%	374

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

United Financial Planning Group's RGLD Position: Q2 2026 in Review

United Financial Planning Group sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 14 shares — an estimated $3.56K sold.

United Financial Planning Group first reported a position in RGLD in Q1 2026 and held it in 1 quarter. The position peaked at $3.56K in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

United Financial Planning Group reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
United Financial Planning Group sold 14 Royal Gold shares in Q2 2026, an estimated $3.56K.
United Financial Planning Group first reported a position in Royal Gold in Q1 2026 and held it in 1 quarter.
United Financial Planning Group's Royal Gold position peaked at $3.56K in Q1 2026.
763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on United Financial Planning Group's 13F filing for Q2 2026, filed 6 Aug 2026.