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SYM Financial Corp’s Royal Gold RGLD Stock Holding History

SYM Financial Corp’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 		$295K Sell
1,158
-14
-1% -$3.72K 0.03% 228
2025
Q4 		$261K Buy
1,172
+36
+3% +$7.14K 0.03% 263
2025
Q3 		$228K Sell
1,136
-144
-11% -$24.9K 0.02% 287
2025
Q2 		$228K Buy
+1,280
New +$227K 0.03% 276

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

SYM Financial Corp's RGLD Position: Q1 2026 in Review

SYM Financial Corp reduced its Royal Gold (RGLD) stake by 1.2% in Q1 2026, selling an estimated $3.72K and leaving 1,158 shares worth $295K. The position accounts for 0.03% of the portfolio, ranked #228.

SYM Financial Corp first reported a position in RGLD in Q2 2025 and has held it in 4 quarters since. 803 funds tracked by Wall St. Rank hold RGLD as of Q1 2026.

  • SYM Financial Corp held 1,158 shares of Royal Gold worth $295K as of Q1 2026.
  • SYM Financial Corp sold 14 Royal Gold shares in Q1 2026, an estimated $3.72K.
  • Royal Gold made up 0.03% of SYM Financial Corp's portfolio in Q1 2026, its #228 holding.
  • SYM Financial Corp first reported a position in Royal Gold in Q2 2025 and has held it in 4 quarters since.
  • 803 funds tracked by Wall St. Rank held Royal Gold as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.