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Wealthspire Advisors (New York)’s Royal Gold RGLD Stock Holding History

Wealthspire Advisors (New York)’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 		$203K Sell
796
-577
-42% -$153K ﹤0.01% 864
2025
Q4 		$305K Buy
1,373
+491
+56% +$97.4K ﹤0.01% 791
2025
Q3 		$177K Buy
+882
New +$153K ﹤0.01% 834

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 $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Wealthspire Advisors (New York)'s RGLD Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Royal Gold (RGLD) stake by 42% in Q1 2026, selling an estimated $153K and leaving 796 shares worth $203K. The position accounts for ﹤0.01% of the portfolio, ranked #864.

Wealthspire Advisors (New York) first reported a position in RGLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $305K in Q4 2025. 805 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Wealthspire Advisors (New York) held 796 shares of Royal Gold worth $203K as of Q1 2026.
  • Wealthspire Advisors (New York) sold 577 Royal Gold shares in Q1 2026, an estimated $153K.
  • Royal Gold made up ﹤0.01% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #864 holding.
  • Wealthspire Advisors (New York) first reported a position in Royal Gold in Q3 2025 and has held it in 3 quarters since.
  • Wealthspire Advisors (New York)'s Royal Gold position peaked at $305K in Q4 2025.
  • 805 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.