Position in RGLD
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,151,150
-$316,493 QoQ
Shares Held
5,767
0.0% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.22%
of 13F equity value
Holder Rank
#306
of 759 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RGLD Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Retirement Planning Group, LLC holds $1,978,129 across 4 Gold names. RGLD ranks #1 (58.2% of the industry book) .
All Filings in RGLD
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,150 | 5,767 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $1,467,643 | 5,767 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,281,724 | 5,766 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,169,180 | 5,829 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $1,053,702 | 5,925 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $981,060 | 6,000 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $791,100 | 6,000 | Shares | Sole | 2025-02-18 | |
| 2024-09-30 | $841,800 | 6,000 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $750,960 | 6,000 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $974,480 | 8,000 | Shares | Sole | 2024-04-12 | |
| 2023-12-31 | $967,680 | 8,000 | Shares | Sole | 2024-01-16 | |
| No filing history on record for this holder in this stock. | ||||||