Root Financial Partners
RGLD icon

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
Q3 		$40.7K Buy
+172
New +$39.4K ﹤0.01% 1189
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 $6.79T AUM 37.06% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
VanEck Associates
VanEck Associates New York $165B AUM 72.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Root Financial Partners's RGLD Position: Q3 2026 in Review

Root Financial Partners opened a new position in Royal Gold (RGLD) in Q3 2026: 172 shares worth $40.7K. The stake represents ﹤0.01% of the portfolio and ranks #1189 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in RGLD as recently as Q1 2026.

Root Financial Partners first reported a position in RGLD in Q3 2025 and has held it in 4 quarters since. The position peaked at $133K in Q4 2025. 668 funds tracked by Wall St. Rank hold RGLD as of Q3 2026.

  • Root Financial Partners held 172 shares of Royal Gold worth $40.7K as of Q3 2026.
  • Royal Gold was a new Root Financial Partners position in Q3 2026.
  • Royal Gold made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #1189 holding.
  • Root Financial Partners first reported a position in Royal Gold in Q3 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Royal Gold position peaked at $133K in Q4 2025.
  • 668 funds tracked by Wall St. Rank held Royal Gold as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.