Position in RGLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,765,936
-$221,619 QoQ
Shares Held
8,847
+13.3% QoQ
Ownership
0.010%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#267
of 759 holders
Holding Since
Jun 2020
15 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, 2026AE Wealth Management LLC holds $10,922,221 across 11 Gold names. RGLD ranks #2 (16.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
69,404 | $6,482,308 | |
| 2 | RGLD |
Royal Gold Inc
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|
8,847 | $1,765,936 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
5,712 | $641,570 | |
| 4 | PAAS |
Pan American Silver Corp
|
9,167 | $410,588 | |
| 5 | AEM |
Agnico Eagle Mines Ltd
|
2,016 | $312,740 | |
| 6 | AU |
AngloGold Ashanti PLC
|
3,686 | $298,155 | |
| 7 | CDE |
Coeur Mining, Inc.
|
18,061 | $294,738 | |
| 8 | FNV |
FRANCO NEVADA Corp
|
1,229 | $256,172 |
All Filings in RGLD
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,765,936 | 8,847 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $1,987,555 | 7,810 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $1,818,767 | 8,182 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $1,016,735 | 5,069 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $586,510 | 3,298 | Shares | Other | 2025-08-06 | |
| 2025-03-31 | $523,230 | 3,200 | Shares | Other | 2025-05-06 | |
| 2024-12-31 | $432,598 | 3,281 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $236,545 | 1,686 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $330,171 | 2,638 | Shares | Other | 2024-08-12 | |
| 2023-12-31 | $283,409 | 2,343 | Shares | Sole | 2024-02-14 | |
| 2023-06-30 | $236,217 | 2,058 | Shares | Sole | 2023-07-10 | |
| 2023-03-31 | $206,109 | 1,589 | Shares | Sole | 2023-04-14 | |
| 2022-03-31 | $230,851 | 1,634 | Shares | Sole | 2022-04-18 | |
| 2020-09-30 | $298,382 | 2,483 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $343,496 | 2,763 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||