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Kaizen Financial Strategies’s Royal Gold RGLD Stock Holding History

Kaizen Financial Strategies’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
Q2 		$498K Sell
2,504
-44
-2% -$10.2K 0.16% 98
2026
Q1 		$668K Sell
2,548
-21
-0.8% -$5.58K 0.28% 70
2025
Q4 		$571K Hold
2,569
– – 0.25% 73
2025
Q3 		$436K Sell
2,569
-47
-2% -$8.13K 0.2% 89
2025
Q2 		$465K Buy
+2,616
New +$463K 0.24% 80

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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 Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Kaizen Financial Strategies's RGLD Position: Q2 2026 in Review

Kaizen Financial Strategies reduced its Royal Gold (RGLD) stake by 1.7% in Q2 2026, selling an estimated $10.2K and leaving 2,504 shares worth $498K. The position accounts for 0.16% of the portfolio, ranked #98.

Kaizen Financial Strategies first reported a position in RGLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $668K in Q1 2026. 765 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Kaizen Financial Strategies held 2,504 shares of Royal Gold worth $498K as of Q2 2026.
  • Kaizen Financial Strategies sold 44 Royal Gold shares in Q2 2026, an estimated $10.2K.
  • Royal Gold made up 0.16% of Kaizen Financial Strategies's portfolio in Q2 2026, its #98 holding.
  • Kaizen Financial Strategies first reported a position in Royal Gold in Q2 2025 and has held it in 5 quarters since.
  • Kaizen Financial Strategies's Royal Gold position peaked at $668K in Q1 2026.
  • 765 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Kaizen Financial Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.