Planning Strategies Inc.’s Royal Gold RGLD Stock Holding History

Planning Strategies Inc.’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	$1.2K	Buy	+6	New	+$1.4K	﹤0.01%	716

Other funds holding RGLD

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

CLOS

Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $9.25B AUM 27.04% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

BWP

Barlow Wealth Partners Louisville, Kentucky $926M AUM 20.71% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

MWM

McAlvany Wealth Management Durango, Colorado $134M AUM

SEIA

Signature Estate & Investment Advisors Los Angeles, California $5.56B AUM 26.66% 1-Year Est. Return

Planning Strategies Inc.'s RGLD Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Royal Gold (RGLD) in Q2 2026: 6 shares worth $1.2K. The stake represents ﹤0.01% of the portfolio and ranks #716 among its holdings.

237 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Planning Strategies Inc. held 6 shares of Royal Gold worth $1.2K as of Q2 2026.
Royal Gold was a new Planning Strategies Inc. position in Q2 2026.
Royal Gold made up ﹤0.01% of Planning Strategies Inc.'s portfolio in Q2 2026, its #716 holding.
237 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.