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Kestra Investment Management’s Royal Gold RGLD Stock Holding History

Kestra Investment 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 		$949K Sell
3,731
-2,692
-42% -$715K 0.02% 221
2025
Q4 		$1.43M Buy
6,423
+2,734
+74% +$542K 0.03% 155
2025
Q3 		$740K Buy
3,689
+1,095
+42% +$189K 0.02% 227
2025
Q2 		$459K Buy
2,594
+2,423
+1,417% +$429K 0.01% 389
2025
Q1 		$28K Buy
+171
New +$25.1K ﹤0.01% 524

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

Kestra Investment Management's RGLD Position: Q1 2026 in Review

Kestra Investment Management reduced its Royal Gold (RGLD) stake by 42% in Q1 2026, selling an estimated $715K and leaving 3,731 shares worth $949K. The position accounts for 0.02% of the portfolio, ranked #221.

Kestra Investment Management first reported a position in RGLD in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.43M in Q4 2025. 802 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Kestra Investment Management held 3,731 shares of Royal Gold worth $949K as of Q1 2026.
  • Kestra Investment Management sold 2,692 Royal Gold shares in Q1 2026, an estimated $715K.
  • Royal Gold made up 0.02% of Kestra Investment Management's portfolio in Q1 2026, its #221 holding.
  • Kestra Investment Management first reported a position in Royal Gold in Q1 2025 and has held it in 5 quarters since.
  • Kestra Investment Management's Royal Gold position peaked at $1.43M in Q4 2025.
  • 802 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Kestra Investment Management's 13F filing for Q1 2026, filed 11 May 2026.