HolderBook

ROYAL GOLD INC (RGLD)

Institutional ownership reported to the SEC as of Q3 2026, across 32 quarters.

35
Reporting holders
$21.1M
Reported value
0.0%
Calls
0.0%
Puts
-731
Holder change

Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.

Holders

Download these holders as CSV

FilerValueShares Their book Held Change
SAPIENT CAPITAL LLC$11.3M47,6720.15%newNEW
CONFLUENCE INVESTMENT MANAGEMENT LLC$2.1M8,7210.03%32q+41.5%+$603.9K
GAMMA Investing LLC$1.1M4,7800.04%12q+8.3%+$86.4K
Everhart Financial Group, Inc.$810.0K3,4320.05%9q+14.7%+$103.6K
Avidian Wealth Enterprises, LLC$686.0K2,9070.02%7q+1.5%+$9.9K
Kaizen Financial Strategies$589.3K2,4970.23%6qHELD
Castleview Partners, LLC$495.6K2,1000.22%2q+16.7%+$70.8K
Ausbil Investment Management Ltd$488.5K2,0700.25%newNEW
Wedmont Private Capital$474.1K2,0510.01%4q+12.3%+$51.8K
Venture Visionary Partners LLC$438.4K1,8570.01%newNEW
Vann Equity Management LLC$367.9K1,5590.22%3qHELD
BENEDICT FINANCIAL ADVISORS INC$364.7K1,5450.07%11q-3.0%-$11.3K
Farther Finance Advisors, LLC$355.4K1,5060.00%12q-17.1%-$73.2K
Veracity Capital LLC$348.3K1,4760.09%9q+0.7%+$2.4K
Violich Capital Management, Inc.$259.6K1,1000.03%32q-56.0%-$330.4K
Investment Partners Asset Management, Inc.$253.9K1,0760.14%4qHELD
Rosenberg Matthew Hamilton$114.7K4860.02%19qHELD
CoreCap Advisors, LLC$112.3K4760.00%9q-12.7%-$16.3K
Versant Capital Management, Inc$94.6K4010.01%32q-6.3%-$6.4K
Bullock Wealth Management Group$74.8K3220.03%8qHELD
TOTH FINANCIAL ADVISORY CORP$49.5K2100.00%32qHELD
MassMutual Private Wealth & Trust, FSB$41.5K1760.00%19q-26.1%-$14.6K
Hickory Point Bank & Trust$37.8K1600.02%3qHELD
Bank & Trust Co$33.0K1400.02%5qHELD
Grove Bank & Trust$31.2K1320.00%4qHELD
EASTERN BANK$30.7K1300.00%2q+622.2%+$26.4K
AMERICAN NATIONAL BANK & TRUST$29.7K1260.00%3q-17.1%-$6.1K
GoalVest Advisory LLC$26.4K1120.00%11qHELD
GK Wealth Management LLC$7.6K320.00%newNEW
Retirement Wealth Solutions LLC$4.2K180.00%5q+20.0%
ELEVATION WEALTH PARTNERS, LLC$3.5K150.00%4q-87.6%-$25.0K
Wealth Enhancement Trust Services, Inc.$2.6K110.00%4q-59.3%-$3.8K
Paladin Partners, LLC$2.4K100.00%2qHELD
Planning Strategies Inc.$1.4K60.00%2qHELD
Davis Capital Management$47220.00%3q+100.0%
CX Institutional$662810.00%4q+1121.7%

What the insiders did

Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.

Officers and directors

DateInsiderRoleSideSharesValue
2026-09-03Heissenbuttel William HolmesPresident & CEOSold7,275$1.9M ×5
2026-10-05Heissenbuttel William HolmesPresident & CEOSold2,425$567.6K ×6
2026-05-11Shefman RandySVP & General CounselSold1,000$243.7K
2026-08-28Shefman RandySVP & General CounselSold500$131.4K
2026-06-16Shefman RandySVP & General CounselSold500$107.9K

Quarter by quarter

Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.

QuarterHoldersValue SharesNewAdded TrimmedOptions
Q3 202635$21.1M89,31441090.0%
Q2 2026766$15.7B76,124,131802642553.2%
Q1 2026805$18.3B70,220,2981192822482.5%
Q4 2025748$16.5B71,670,5971353181553.7%
Q3 2025659$12.8B62,126,2651082171993.0%
Q2 2025621$10.6B58,056,9511012411492.3%
Q1 2025569$9.7B57,724,8601011961432.5%
Q4 2024524$7.7B56,755,954611651423.0%
Q3 2024484$8.1B55,887,307601441483.3%
Q2 2024464$7.2B55,643,645541411523.2%
Q1 2024453$7.1B55,939,256551561294.2%
Q4 2023439$6.9B55,376,262471241253.2%
Q3 2023420$6.0B54,641,21637961532.6%
Q2 2023441$6.5B54,563,422581101483.0%
Q1 2023416$7.6B56,533,686501211203.6%
Q4 2022408$6.5B55,747,625451261183.7%
Q3 2022395$5.3B53,530,797371251375.0%
Q2 2022416$5.9B53,039,333581341073.5%
Q1 2022409$7.8B54,035,215641291112.6%
Q4 2021392$5.7B52,841,768521121143.1%
Q3 2021366$5.1B52,574,66943971182.4%
Q2 2021365$6.2B52,603,841451001103.0%
Q1 2021351$5.8B52,282,871311011343.4%
Q4 2020385$5.7B51,418,578481111394.6%
Q3 2020385$6.8B54,743,381321221513.2%
Q2 2020399$7.0B54,661,198711051423.4%
Q1 2020362$4.7B52,304,438471131313.3%
Q4 2019404$6.8B53,395,482521211234.2%
Q3 2019380$6.8B52,582,230671151124.9%
Q2 2019344$5.7B52,365,78845971146.0%
Q1 2019349$4.9B52,055,834541001003.1%
Q4 2018331$4.7B52,235,0125673.9%