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Royal Gold, Inc.

RGLD Materials
$207.57 +$3 (1.47%)
Market Cap: $17.62 B
Gurus Holding
12
Popularity Rank
#223
% of Shares Held
2.50%
Net Activity (Q1 2026)
+$10.83 M

Guru Ownership Trend

Guru Analysis for Royal Gold, Inc. (RGLD)

Royal Gold, Inc. (RGLD), a key player in the Materials sector, continues to attract institutional attention.

As of Q1 2026, a total of 12 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $440.93 M.

Top institutional holders include First Eagle Investment and Cliff Asness.

Notably, Ronald Muhlenkamp has expressed high conviction in this stock, allocating 5.89% of their equity portfolio to it.

Institutional sentiment is currently Bullish. This is evidenced by a $10.83 M net inflow during the quarter.

Recent activity highlights Paul Tudor Jones who dramatically increased their stake. Conversely, John Hussman reduced exposure by 75.0%.

Key Holders

Top 5 by Value

Top 5 by Conviction

Recent Activity Breakdown (Q1 2026)

+$37.28 M
Total Buy Value
New Buys 1
Additions 2
-$26.45 M
Total Sell Value
Reductions 9
Sold Out 0

Guru Consensus (Q1 2026)

Based on recent activity
Net Sellers
9
Net Buyers
3

FAQs for Royal Gold, Inc. (RGLD)

Major holders include First Eagle Investment ($233.52 M), Cliff Asness ($198.75 M), Ronald Muhlenkamp ($22.37 M). According to the latest reported data, 12 tracked investment managers collectively hold approximately 2.12 M shares.

According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $10.83 M, with 3 managers increasing positions and 9 managers reducing holdings.

During the most recent reporting period, 9 managers trimmed their positions, while 0 fully exited RGLD. The total reported sell value was $26.45 M.

Yes, 1 managers opened new positions in RGLD, and 2 increased their existing holdings. The total reported buy value was $37.28 M.

Portfolio Manager % Portfolio Activity Shares Value Report Date
0.31% Reduce -0.9% 917,616 $233.52 M Q1 2026
0.09% Reduce -1.8% 807,415 $198.75 M Q1 2026
5.89% Reduce 0.0% 87,892 $22.37 M Q1 2026
0.03% Add 336.5% 83,380 $21.22 M Q1 2026
0.04% Add 2966.1% 80,578 $20.51 M Q1 2026
0.13% Reduce -50.3% 47,142 $12 M Q1 2026
0.04% Reduce -2.5% 45,507 $11.58 M Q1 2026
0.06% Reduce -12.0% 23,535 $5.99 M Q1 2026
0.06% Reduce -42.1% 22,038 $5.61 M Q1 2026
0.01% New Buy 4,241 $1.08 M Q1 2026
0.17% Reduce -75.0% 3,050 $776,195 Q1 2026
0.00% Reduce -69.2% 1,841 $468,517 Q1 2026
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