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Kaufman Rossin Wealth’s Royal Gold RGLD Stock Holding History

Kaufman Rossin Wealth’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
-937
Closed -$208K – 148
2025
Q4 		$208K Buy
+937
New +$186K 0.11% 150
2025
Q3 		– Sell
-1,698
Closed -$302K – 175
2025
Q2 		$302K Hold
1,698
– – 0.19% 83
2025
Q1 		$278K Buy
+1,698
New +$249K 0.2% 103

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaufman Rossin Wealth's RGLD Position: Q1 2026 in Review

Kaufman Rossin Wealth sold out of Royal Gold (RGLD) in Q1 2026, closing a stake of 937 shares — an estimated $208K sold.

Kaufman Rossin Wealth first reported a position in RGLD in Q1 2025 and held it in 3 quarters. The position peaked at $302K in Q2 2025. 803 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Kaufman Rossin Wealth reported no remaining Royal Gold position as of Q1 2026 after selling out during the quarter.
  • Kaufman Rossin Wealth sold 937 Royal Gold shares in Q1 2026, an estimated $208K.
  • Kaufman Rossin Wealth first reported a position in Royal Gold in Q1 2025 and held it in 3 quarters.
  • Kaufman Rossin Wealth's Royal Gold position peaked at $302K in Q2 2025.
  • 803 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Kaufman Rossin Wealth's 13F filing for Q1 2026, filed 17 Apr 2026.