Position in RGLD
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$247,873
+$28,473 QoQ
Shares Held
974
-1.3% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
5 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, 2026Aprio Wealth Management, LLC holds $1,958,832 across 5 Gold names.
All Filings in RGLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $247,873 | 974 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $219,400 | 987 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $214,620 | 1,070 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $243,996 | 1,372 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $210,273 | 1,286 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||