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James T. Borello RIA’s Royal Gold RGLD Stock Holding History

James T. Borello RIA’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
Q3 		$1.89K Sell
8
-1
-11% -$229 ﹤0.01% 931
2026
Q2 		$1.8K Sell
9
-8
-47% -$1.86K ﹤0.01% 962
2026
Q1 		$4.33K Hold
17
– – ﹤0.01% 797
2025
Q4 		$3.78K Buy
17
+11
+183% +$2.18K ﹤0.01% 648
2025
Q3 		$1.2K Buy
+6
New +$1.04K ﹤0.01% 788

Other funds holding RGLD

Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Euro Pacific Asset Management
Euro Pacific Asset Management Dorado, Puerto Rico $1.22B AUM 22.48% 1-Year Est. Return
Copeland Capital Management
Copeland Capital Management Conshohocken, Pennsylvania $4.34B AUM 17.52% 1-Year Est. Return
Barlow Wealth Partners
Barlow Wealth Partners Louisville, Kentucky $970M AUM 17.04% 1-Year Est. Return
Signature Estate & Investment Advisors
Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return
Sapient Capital
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $132M AUM 21.45% 1-Year Est. Return
PKO Investment Management Joint-Stock
PKO Investment Management Joint-Stock Warsaw, Poland $1.46B AUM 45.53% 1-Year Est. Return
Y-Intercept (HK)
Y-Intercept (HK) Hong Kong $4.52B AUM 6.6% 1-Year Est. Return

James T. Borello RIA's RGLD Position: Q3 2026 in Review

James T. Borello RIA reduced its Royal Gold (RGLD) stake by 11% in Q3 2026, selling an estimated $229 and leaving 8 shares worth $1.89K. The position accounts for ﹤0.01% of the portfolio, ranked #931.

James T. Borello RIA first reported a position in RGLD in Q3 2025 and has held it in 5 quarters since. The position peaked at $4.33K in Q1 2026. 100 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • James T. Borello RIA held 8 shares of Royal Gold worth $1.89K as of Q3 2026.
  • James T. Borello RIA sold 1 Royal Gold share in Q3 2026, an estimated $229.
  • Royal Gold made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #931 holding.
  • James T. Borello RIA first reported a position in Royal Gold in Q3 2025 and has held it in 5 quarters since.
  • James T. Borello RIA's Royal Gold position peaked at $4.33K in Q1 2026.
  • 100 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.