WA
RGLD icon

Whipplewood Advisors’s Royal Gold RGLD Stock Holding History

Whipplewood 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 		$798 Sell
4
-35
-90% -$8.14K ﹤0.01% 573
2026
Q1 		$9.93K Buy
+39
New +$10.4K 0.01% 488
2025
Q3 		– Sell
-55
Closed -$9.78K – 971
2025
Q2 		$9.78K Buy
55
+50
+1,000% +$8.85K 0.01% 568
2025
Q1 		$6.54K Sell
5
-35
-88% -$5.13K ﹤0.01% 643
2024
Q4 		$5.27K Buy
+40
New +$5.77K ﹤0.01% 691

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 $3.38T AUM 44.17% 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

Whipplewood Advisors's RGLD Position: Q2 2026 in Review

Whipplewood Advisors reduced its Royal Gold (RGLD) stake by 90% in Q2 2026, selling an estimated $8.14K and leaving 4 shares worth $798. The position accounts for ﹤0.01% of the portfolio, ranked #573.

Whipplewood Advisors first reported a position in RGLD in Q4 2024 and has held it in 5 quarters since. The position peaked at $9.93K in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Whipplewood Advisors held 4 shares of Royal Gold worth $798 as of Q2 2026.
  • Whipplewood Advisors sold 35 Royal Gold shares in Q2 2026, an estimated $8.14K.
  • Royal Gold made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #573 holding.
  • Whipplewood Advisors first reported a position in Royal Gold in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Royal Gold position peaked at $9.93K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.