Position in RGLD
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$798
-$1,237 QoQ
Shares Held
4
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#741
of 759 holders
Holding Since
Jun 2020
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RGLD Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Transamerica Financial Advisors, LLC holds $589,465 across 14 Gold names. RGLD ranks #11 (0.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
2,561 | $239,197 | |
| 2 | GFI |
Gold Fields Ltd
|
3,841 | $129,019 | |
| 3 | CDE |
Coeur Mining, Inc.
|
6,583 | $107,434 | |
| 4 | B |
Barrick Mining Corp
|
1,704 | $62,587 | |
| 5 | FNV |
FRANCO NEVADA Corp
|
159 | $33,141 | |
| 6 | AEM |
Agnico Eagle Mines Ltd
|
41 | $6,360 | |
| 7 | WPM |
Wheaton Precious Metals Corp.
|
56 | $6,289 | |
| 8 | AU |
AngloGold Ashanti PLC
|
24 | $1,941 |
All Filings in RGLD
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798 | 4 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $2,035 | 8 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $889 | 4 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $802 | 4 | Shares | Sole | 2025-11-14 | |
| 2023-12-31 | $1 | 1 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $1 | 1 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $1 | 1 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $1 | 1 | Shares | Sole | 2023-05-15 | |
| 2022-06-30 | $106 | 1 | Shares | Sole | 2022-08-15 | |
| 2020-09-30 | $1,201 | 10 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $543,278 | 4,370 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||