Position in RGLD
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$22,356
-$1,203,522 QoQ
Shares Held
112
-97.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#632
of 759 holders
Holding Since
Mar 2024
10 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, 2026GoalVest Advisory LLC holds $45,699 across 3 Gold names. RGLD ranks #2 (48.9% of the industry book) .
All Filings in RGLD
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $22,356 | 112 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $1,225,878 | 4,817 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $626,190 | 2,817 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $542,568 | 2,705 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $267,649 | 1,505 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $246,082 | 1,505 | Shares | Sole | 2025-04-07 | |
| 2024-12-31 | $188,545 | 1,430 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $200,629 | 1,430 | Shares | Sole | 2024-11-06 | |
| 2024-06-30 | $178,978 | 1,430 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $174,188 | 1,430 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||