Position in RGLD
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$7,109,432
+$2,874,586 QoQ
Shares Held
27,936
+46.6% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0.834049255441008.ToString("F0")%
Shared 0.ToString("F0")%
None 99.165950744559.ToString("F0")%
Common Shares in RGLD Over Time
Shares Held
Position Value (USD)
Derivatives in RGLD
reported options exposure · as of Dec 31, 2020CallValue
$0
CallShares
0
PutValue
$10,636
PutShares
100
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Gold
Basic Materials · as of Mar 31, 2026Creative Planning holds $127,212,026 across 29 Gold names. RGLD ranks #7 (5.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
269,020 | $29,121,414 | |
| 2 | AEM |
Agnico Eagle Mines Ltd
|
106,279 | $21,572,511 | |
| 3 | WPM |
Wheaton Precious Metals Corp.
|
88,200 | $11,555,082 | |
| 4 | B |
Barrick Mining Corp
|
276,811 | $11,291,120 | |
| 5 | CDE |
Coeur Mining, Inc.
|
489,312 | $9,184,386 | |
| 6 | KGC |
Kinross Gold Corp
|
260,719 | $7,957,143 | |
| 7 | RGLD |
Royal Gold Inc
This page
|
27,936 | $7,109,432 | |
| 8 | GFI |
Gold Fields Ltd
|
152,213 | $6,910,470 |
All Filings in RGLD
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,109,432 | 27,936 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,234,846 | 19,051 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $2,845,427 | 14,186 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $2,214,285 | 12,451 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,590,625 | 9,728 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $1,154,741 | 8,758 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $1,171,083 | 8,347 | Shares | Defined | 2024-10-11 | |
| 2024-06-30 | $1,025,060 | 8,190 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $978,742 | 8,035 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $921,109 | 7,615 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $590,874 | 5,557 | Shares | Defined | 2023-11-16 | |
| 2023-06-30 | $841,911 | 7,335 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $936,765 | 7,222 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $713,066 | 6,326 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $705,244 | 7,517 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $781,095 | 7,315 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,141,259 | 8,078 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $830,317 | 7,892 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $668,811 | 7,004 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $899,906 | 7,887 | Shares | Sole | 2021-08-04 | |
| 2021-03-31 | $881,838 | 8,194 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $10,636 | 100 | Put | Sole | 2021-01-29 | |
| 2020-12-31 | $872,152 | 8,200 | Shares | Sole | 2021-01-29 | |
| 2020-09-30 | $12,017 | 100 | Put | Sole | 2020-11-05 | |
| 2020-09-30 | $852,726 | 7,096 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $783,713 | 6,304 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $557,835 | 6,360 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||