Position in RGLD
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$105,358
-$27,126 QoQ
Shares Held
414
-30.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in RGLD Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Root Financial Partners, LLC holds $237,422 across 1 Gold name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NEM |
NEWMONT Corp /DE/
|
2,542 | $237,422 |
All Filings in RGLD
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $105,358 | 414 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $132,484 | 596 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $116,135 | 579 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||