RGLD β€” ROYAL GOLD INC

Ownership history in BAR HARBOR WEALTH MANAGEMENT  Β·  2 quarters on record

AI Ownership Summary

BAR HARBOR WEALTH MANAGEMENT reported ROYAL GOLD INC (RGLD) in 2 quarterly 13F filings from 2025 Q4 through 2026 Q1. Peak portfolio weight reached 0.6% in 2026 Q1. The latest visible filing shows RGLD at 0.60% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this RGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was BAR HARBOR WEALTH MANAGEMENT's position in ROYAL GOLD INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

RGLD was reported at 0.60% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.6% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How BAR HARBOR WEALTH MANAGEMENT held RGLD β€” position size vs. price
% of Fund (quarterly)    RGLD price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 2 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED 40,141 +4,531 +12.7% 0.60% $10.2M 2026-04-17 $268.12
2025 Q4 INITIATED 35,610 β€” β€” 0.46% $7.9M 2026-01-22 $287.31

FAQ About BAR HARBOR WEALTH MANAGEMENT and RGLD

These are the practical questions this page is built to answer before you even open the full history table.

How long has BAR HARBOR WEALTH MANAGEMENT reported owning RGLD?

BAR HARBOR WEALTH MANAGEMENT reported RGLD across 2 quarterly 13F filings, from 2025 Q4 through 2026 Q1.

What was the largest reported RGLD position in BAR HARBOR WEALTH MANAGEMENT's portfolio?

The largest reported portfolio weight for RGLD was 0.60% in 2026 Q1.

What is the latest reported RGLD position on this page?

The most recent filing on this page is 2026 Q1, when BAR HARBOR WEALTH MANAGEMENT reported 40,141 shares, equal to 0.60% of portfolio, with an estimated market value of $10.2M.

What does the chart on this RGLD ownership page compare?

The chart compares BAR HARBOR WEALTH MANAGEMENT's quarterly RGLD portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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