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Tortoise Investment Management’s Royal Gold RGLD Stock Holding History

Tortoise Investment 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
2025
Q4 		– Sell
-4
Closed -$802 – 1173
2025
Q3 		$802 Buy
4
+2
+100% +$346 ﹤0.01% 1095
2025
Q2 		$356 Buy
+2
New +$354 ﹤0.01% 1139

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Tortoise Investment Management's RGLD Position: Q4 2025 in Review

Tortoise Investment Management sold out of Royal Gold (RGLD) in Q4 2025, closing a stake of 4 shares — an estimated $802 sold.

Tortoise Investment Management first reported a position in RGLD in Q2 2025 and held it in 2 quarters. The position peaked at $802 in Q3 2025. 743 funds tracked by Wall St. Rank hold RGLD as of Q4 2025.

  • Tortoise Investment Management reported no remaining Royal Gold position as of Q4 2025 after selling out during the quarter.
  • Tortoise Investment Management sold 4 Royal Gold shares in Q4 2025, an estimated $802.
  • Tortoise Investment Management first reported a position in Royal Gold in Q2 2025 and held it in 2 quarters.
  • Tortoise Investment Management's Royal Gold position peaked at $802 in Q3 2025.
  • 743 funds tracked by Wall St. Rank held Royal Gold as of Q4 2025.

Based on Tortoise Investment Management's 13F filing for Q4 2025, filed 6 Feb 2026.