Position in RGLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$226,756
-$100,263 QoQ
Shares Held
1,136
-11.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#536
of 759 holders
Holding Since
Mar 2026
2 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, 2026Summit Wealth Partners, LLC holds $720,739 across 2 Gold names. RGLD ranks #2 (31.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WPM |
Wheaton Precious Metals Corp.
|
4,398 | $493,983 | |
| 2 | RGLD |
Royal Gold Inc
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|
1,136 | $226,756 |
All Filings in RGLD
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $226,756 | 1,136 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $327,019 | 1,285 | Shares | Sole | 2026-04-17 | |
| No filing history on record for this holder in this stock. | ||||||