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
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

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

Root Financial Partners's RGLD Position: Q1 2026 in Review

Root Financial Partners reduced its Royal Gold (RGLD) stake by 31% in Q1 2026, selling an estimated $48.3K and leaving 414 shares worth $105K. The position accounts for ﹤0.01% of the portfolio, ranked #542.

Root Financial Partners first reported a position in RGLD in Q3 2025 and has held it in 3 quarters since. The position peaked at $133K in Q4 2025. 803 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • Root Financial Partners held 414 shares of Royal Gold worth $105K as of Q1 2026.
  • Root Financial Partners sold 182 Royal Gold shares in Q1 2026, an estimated $48.3K.
  • Royal Gold made up ﹤0.01% of Root Financial Partners's portfolio in Q1 2026, its #542 holding.
  • Root Financial Partners first reported a position in Royal Gold in Q3 2025 and has held it in 3 quarters since.
  • Root Financial Partners's Royal Gold position peaked at $133K in Q4 2025.
  • 803 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.