Position in RGLD
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$514,394
-$141,426 QoQ
Shares Held
2,577
0.0% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
1.00%
of 13F equity value
Holder Rank
#80
of 238 holders
Holding Since
Dec 2025
3 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, 2026SPWM Advisors LLC holds $796,862 across 4 Gold names. RGLD ranks #1 (64.6% of the industry book) .
All Filings in RGLD
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $514,394 | 2,577 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $655,820 | 2,577 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $515,268 | 2,318 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||