Position in RGLD
as of Mar 31, 2026
· filed Apr 21, 2026
Position Value
$220,897
+$3,720 QoQ
Shares Held
868
-11.2% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 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, 2026OneAscent Financial Services LLC holds $786,464 across 1 Gold name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
7,002 | $786,464 |
All Filings in RGLD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $220,897 | 868 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $217,177 | 977 | Shares | Sole | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||