Position in RGLD
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$798
-$9,127 QoQ
Shares Held
4
-89.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#743
of 759 holders
Holding Since
Dec 2024
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, 2026Whipplewood Advisors, LLC holds $47,686 across 4 Gold names. RGLD ranks #4 (1.7% of the industry book) .
All Filings in RGLD
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $798 | 4 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $9,925 | 39 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $9,780 | 55 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $817 | 5 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $5,274 | 40 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||