Creative Planning
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Creative Planning’s Gold Royalty Corp GROY Stock Holding History

Creative Planning’s Portfolio GROY Stock Details GROY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$170K Buy
47,446
+29,900
+170% +$128K ﹤0.01% 3792
2025
Q4 		$70.9K Sell
17,546
-56
-0.3% -$214 ﹤0.01% 3760
2025
Q3 		$67.9K Buy
17,602
+1,014
+6% +$3.13K ﹤0.01% 3726
2025
Q2 		$36.7K Hold
16,588
– – ﹤0.01% 3547
2025
Q1 		$23.9K Sell
16,588
-150
-0.9% -$204 ﹤0.01% 3393
2024
Q4 		$20.3K Hold
16,738
– – ﹤0.01% 3338
2024
Q3 		$22.8K Hold
16,738
– – ﹤0.01% 3145
2024
Q2 		$23.6K Hold
16,738
– – ﹤0.01% 2980
2024
Q1 		$31.5K Hold
16,738
– – ﹤0.01% 2814
2023
Q4 		$24.6K Hold
16,738
– – ﹤0.01% 2686
2023
Q3 		$21.4K Buy
+16,738
New +$26.5K ﹤0.01% 2588
2022
Q1 		– Sell
-15,023
Closed -$74K – 2386
2021
Q4 		$74K Buy
+15,023
New +$75.8K ﹤0.01% 1971

Other funds holding GROY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RP
Regal Partners Sydney, NSW, Australia $1.84B AUM 54.78% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
CAMG
CWA Asset Management Group Naples, Florida $3.25B AUM 34.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return