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Investment Partners Asset Management’s Royal Gold RGLD Stock Holding History

Investment Partners Asset 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
Q3 		$254K Hold
1,076
– – 0.14% 148
2026
Q2 		$215K Hold
1,076
– – 0.12% 162
2026
Q1 		$274K Sell
1,076
-16
-1% -$4.25K 0.17% 137
2025
Q4 		$243K Buy
+1,092
New +$217K 0.15% 148

Other funds holding RGLD

SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
CIM
Confluence Investment Management St. Louis, Missouri $5.97B AUM 5.11% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
AWE
Avidian Wealth Enterprises Houston, Texas $3.59B AUM 17.8% 1-Year Est. Return
KFS
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
AIM
Ausbil Investment Management Sydney, Australia $199M AUM 17.66% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Investment Partners Asset Management's RGLD Position: Q3 2026 in Review

Investment Partners Asset Management held its Royal Gold (RGLD) position steady in Q3 2026 at 1,076 shares worth $254K. The position accounts for 0.14% of the portfolio, ranked #148.

Investment Partners Asset Management first reported a position in RGLD in Q4 2025 and has held it in 4 quarters since. The position peaked at $274K in Q1 2026. 36 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Investment Partners Asset Management held 1,076 shares of Royal Gold worth $254K as of Q3 2026.
  • Investment Partners Asset Management left its Royal Gold share count unchanged in Q3 2026.
  • Royal Gold made up 0.14% of Investment Partners Asset Management's portfolio in Q3 2026, its #148 holding.
  • Investment Partners Asset Management first reported a position in Royal Gold in Q4 2025 and has held it in 4 quarters since.
  • Investment Partners Asset Management's Royal Gold position peaked at $274K in Q1 2026.
  • 36 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Investment Partners Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.