RFP
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Root Financial Partners’s Royal Gold RGLD Stock Holding History

Root Financial Partners’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 		– Sell
-414
Closed -$105K – 2546
2026
Q1 		$105K Sell
414
-182
-31% -$48.3K ﹤0.01% 542
2025
Q4 		$133K Buy
596
+17
+3% +$3.37K 0.01% 377
2025
Q3 		$116K Buy
+579
New +$100K 0.01% 397

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

Root Financial Partners's RGLD Position: Q2 2026 in Review

Root Financial Partners sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 414 shares — an estimated $105K sold.

Root Financial Partners first reported a position in RGLD in Q3 2025 and held it in 3 quarters. The position peaked at $133K in Q4 2025. 765 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Root Financial Partners reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 414 Royal Gold shares in Q2 2026, an estimated $105K.
  • Root Financial Partners first reported a position in Royal Gold in Q3 2025 and held it in 3 quarters.
  • Root Financial Partners's Royal Gold position peaked at $133K in Q4 2025.
  • 765 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.