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Forum Financial Management’s Royal Gold RGLD Stock Holding History

Forum Financial Management’s Portfolio RGLD Stock Details RGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-1,754
Closed -$390K – 840
2025
Q4 		$390K Buy
1,754
+8
+0.5% +$1.59K 0.01% 613
2025
Q3 		$350K Buy
1,746
+69
+4% +$11.9K ﹤0.01% 651
2025
Q2 		$298K Buy
1,677
+167
+11% +$29.6K ﹤0.01% 671
2025
Q1 		$247K Buy
+1,510
New +$221K ﹤0.01% 703

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Forum Financial Management's RGLD Position: Q1 2026 in Review

Forum Financial Management sold out of Royal Gold (RGLD) in Q1 2026, closing a stake of 1,754 shares — an estimated $390K sold.

Forum Financial Management first reported a position in RGLD in Q1 2025 and held it in 4 quarters. The position peaked at $390K in Q4 2025. 808 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Forum Financial Management reported no remaining Royal Gold position as of Q1 2026 after selling out during the quarter.
  • Forum Financial Management sold 1,754 Royal Gold shares in Q1 2026, an estimated $390K.
  • Forum Financial Management first reported a position in Royal Gold in Q1 2025 and held it in 4 quarters.
  • Forum Financial Management's Royal Gold position peaked at $390K in Q4 2025.
  • 808 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Forum Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.