Optimize Financial’s Royal Gold RGLD Stock Holding History

Optimize Financial’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	-1,623	Closed	-$361K	–	431
2025 Q4	$361K	Buy	1,623 +20	+1%	+$3.97K	0.18%	232
2025 Q3	$322K	Buy	+1,603	New	+$277K	0.17%	254

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Optimize Financial's RGLD Position: Q1 2026 in Review

Optimize Financial sold out of Royal Gold (RGLD) in Q1 2026, closing a stake of 1,623 shares — an estimated $361K sold.

Optimize Financial first reported a position in RGLD in Q3 2025 and held it in 2 quarters. The position peaked at $361K in Q4 2025. 802 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

Optimize Financial reported no remaining Royal Gold position as of Q1 2026 after selling out during the quarter.
Optimize Financial sold 1,623 Royal Gold shares in Q1 2026, an estimated $361K.
Optimize Financial first reported a position in Royal Gold in Q3 2025 and held it in 2 quarters.
Optimize Financial's Royal Gold position peaked at $361K in Q4 2025.
802 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.