PCM
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Polymer Capital Management’s Royal Gold RGLD Stock Holding History

Polymer Capital 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
Q2 		$834K Sell
4,180
-1,723
-29% -$401K 0.11% 210
2026
Q1 		$1.5M Sell
5,903
-778
-12% -$207K 0.15% 155
2025
Q4 		$1.49M Buy
6,681
+4,406
+194% +$874K 0.16% 145
2025
Q3 		$456K Buy
2,275
+1,060
+87% +$183K 0.05% 447
2025
Q2 		$216K Buy
+1,215
New +$215K 0.03% 521

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

Polymer Capital Management's RGLD Position: Q2 2026 in Review

Polymer Capital Management reduced its Royal Gold (RGLD) stake by 29% in Q2 2026, selling an estimated $401K and leaving 4,180 shares worth $834K. The position accounts for 0.11% of the portfolio, ranked #210.

Polymer Capital Management first reported a position in RGLD in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.5M in Q1 2026. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Polymer Capital Management held 4,180 shares of Royal Gold worth $834K as of Q2 2026.
  • Polymer Capital Management sold 1,723 Royal Gold shares in Q2 2026, an estimated $401K.
  • Royal Gold made up 0.11% of Polymer Capital Management's portfolio in Q2 2026, its #210 holding.
  • Polymer Capital Management first reported a position in Royal Gold in Q2 2025 and has held it in 5 quarters since.
  • Polymer Capital Management's Royal Gold position peaked at $1.5M in Q1 2026.
  • 763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Polymer Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.