Wealth Alliance Advisory Group, LLC RGLD β€” ROYAL GOLD INC

Ownership history in Wealth Alliance Advisory Group, LLC  Β·  5 quarters on record

AI Ownership Summary

Wealth Alliance Advisory Group, LLC reported ROYAL GOLD INC (RGLD) in 5 quarterly 13F filings from 2025 Q3 through 2026 Q1. Peak portfolio weight reached 0.04% in 2025 Q3. The latest visible filing shows RGLD at 0.03% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this RGLD ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Wealth Alliance Advisory Group, LLC'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 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.04% in 2025 Q3

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

Time in book
Holding Window
2025 Q3 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 Wealth Alliance Advisory Group, LLC 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 Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED β€” β€” β€” 836 -164 -16.4% 0.03% $213K 2026-04-09 $265.43
2025 Q3 REDUCED 55.9% +12.6% ❌ 1,000 -1,270 -55.9% 0.04% $201K 2025-10-14 $198.90
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

FAQ About Wealth Alliance Advisory Group, LLC and RGLD

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

How long has Wealth Alliance Advisory Group, LLC reported owning RGLD?

Wealth Alliance Advisory Group, LLC reported RGLD across 2 quarterly 13F filings, from 2025 Q3 through 2026 Q1.

What was the largest reported RGLD position in Wealth Alliance Advisory Group, LLC's portfolio?

The largest reported portfolio weight for RGLD was 0.04% in 2025 Q3.

What is the latest reported RGLD position on this page?

The most recent filing on this page is 2026 Q1, when Wealth Alliance Advisory Group, LLC reported 836 shares, equal to 0.03% of portfolio, with an estimated market value of $213K.

What does the chart on this RGLD ownership page compare?

The chart compares Wealth Alliance Advisory Group, LLC'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.

How well did Wealth Alliance Advisory Group, LLC time their RGLD position?

Based on 13F filing dates vs. subsequent RGLD price moves, Wealth Alliance Advisory Group, LLC correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on RGLD relative to SPY over the holding period was +20.2%.

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