Smallwood Wealth Investment Management, LLC
Position in RGLD — Royal Gold Inc
CIK 1921304
RED BANK, NJ
Position in RGLD
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$27,945
-$7,429 QoQ
Shares Held
140
+0.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#624
of 759 holders
Holding Since
Mar 2022
7 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, 2026Smallwood Wealth Investment Management, LLC holds $332,288 across 4 Gold names. RGLD ranks #2 (8.4% of the industry book) .
All Filings in RGLD
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,945 | 140 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $35,374 | 139 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $30,898 | 139 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $27,880 | 139 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $24,719 | 139 | Shares | Sole | 2025-10-03 | |
| 2025-03-31 | $22,564 | 138 | Shares | Sole | 2025-04-25 | |
| 2022-03-31 | $210,083 | 1,487 | Shares | Sole | 2022-04-21 | |
| No filing history on record for this holder in this stock. | ||||||