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WJ Financial Advisors’s Royal Gold RGLD Stock Holding History

WJ 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 		$852K Sell
4,269
-19
-0.4% -$4.42K 0.63% 45
2026
Q1 		$1.09M Sell
4,288
-256
-6% -$68K 0.88% 32
2025
Q4 		$1.01M Buy
+4,544
New +$901K 0.9% 32

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

WJ Financial Advisors's RGLD Position: Q2 2026 in Review

WJ Financial Advisors reduced its Royal Gold (RGLD) stake by 0.44% in Q2 2026, selling an estimated $4.42K and leaving 4,269 shares worth $852K. The position accounts for 0.63% of the portfolio, ranked #45.

WJ Financial Advisors first reported a position in RGLD in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.09M in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • WJ Financial Advisors held 4,269 shares of Royal Gold worth $852K as of Q2 2026.
  • WJ Financial Advisors sold 19 Royal Gold shares in Q2 2026, an estimated $4.42K.
  • Royal Gold made up 0.63% of WJ Financial Advisors's portfolio in Q2 2026, its #45 holding.
  • WJ Financial Advisors first reported a position in Royal Gold in Q4 2025 and has held it in 3 quarters since.
  • WJ Financial Advisors's Royal Gold position peaked at $1.09M in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

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