Position in RGLD
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$39,922
-$10,976 QoQ
Shares Held
200
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#615
of 759 holders
Holding Since
Mar 2020
26 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, 2026Caldwell Trust Co holds $1,329,563 across 5 Gold names. RGLD ranks #3 (3.0% of the industry book) .
All Filings in RGLD
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $39,922 | 200 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $50,898 | 200 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $44,458 | 200 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $40,116 | 200 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $35,568 | 200 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $32,702 | 200 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $52,740 | 400 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $56,120 | 400 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $50,064 | 400 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $48,724 | 400 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $48,384 | 400 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $42,532 | 400 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $45,912 | 400 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $51,884 | 400 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $45,088 | 400 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $37,528 | 400 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $42,712 | 400 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $56,512 | 400 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $42,084 | 400 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $38,196 | 400 | Shares | Sole | 2025-10-02 | |
| 2021-06-30 | $45,640 | 400 | Shares | Sole | 2025-10-02 | |
| 2021-03-31 | $43,048 | 400 | Shares | Sole | 2025-10-02 | |
| 2020-12-31 | $42,544 | 400 | Shares | Sole | 2025-10-02 | |
| 2020-09-30 | $48,068 | 400 | Shares | Sole | 2025-10-02 | |
| 2020-06-30 | $49,728 | 400 | Shares | Sole | 2025-10-02 | |
| 2020-03-31 | $35,084 | 400 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||