MWM
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Moran Wealth Management’s Royal Gold RGLD Stock Holding History

Moran Wealth Management’s Portfolio RGLD Stock Details RGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.72M Sell
13,604
-236
-2% -$54.9K 0.07% 280
2026
Q1 		$3.52M Buy
13,840
+2,887
+26% +$766K 0.11% 240
2025
Q4 		$2.43M Buy
10,953
+1,293
+13% +$256K 0.07% 266
2025
Q3 		$1.94M Buy
9,660
+1,539
+19% +$266K 0.06% 286
2025
Q2 		$1.44M Sell
8,121
-161
-2% -$28.5K 0.04% 300
2025
Q1 		$1.35M Buy
8,282
+1,092
+15% +$160K 0.05% 289
2024
Q4 		$948K Sell
7,190
-649
-8% -$93.7K 0.03% 299
2024
Q3 		$1.1M Sell
7,839
-480
-6% -$65.7K 0.03% 296
2024
Q2 		$1.04M Sell
8,319
-126
-1% -$15.7K 0.03% 286
2024
Q1 		$1.03M Sell
8,445
-902
-10% -$102K 0.03% 294
2023
Q4 		$1.13M Buy
9,347
+4,153
+80% +$469K 0.04% 295
2023
Q3 		$552K Buy
5,194
+119
+2% +$13.5K 0.02% 307
2023
Q2 		$583K Sell
5,075
-1,491
-23% -$192K 0.02% 300
2023
Q1 		$852K Buy
6,566
+55
+0.8% +$6.78K 0.03% 263
2022
Q4 		$734K Buy
+6,511
New +$671K 0.03% 270

Other funds holding RGLD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moran Wealth Management's RGLD Position: Q2 2026 in Review

Moran Wealth Management reduced its Royal Gold (RGLD) stake by 1.7% in Q2 2026, selling an estimated $54.9K and leaving 13,604 shares worth $2.72M. The position accounts for 0.07% of the portfolio, ranked #280.

Moran Wealth Management first reported a position in RGLD in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.52M in Q1 2026. 764 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Moran Wealth Management held 13,604 shares of Royal Gold worth $2.72M as of Q2 2026.
  • Moran Wealth Management sold 236 Royal Gold shares in Q2 2026, an estimated $54.9K.
  • Royal Gold made up 0.07% of Moran Wealth Management's portfolio in Q2 2026, its #280 holding.
  • Moran Wealth Management first reported a position in Royal Gold in Q4 2022 and has held it in 15 quarters since.
  • Moran Wealth Management's Royal Gold position peaked at $3.52M in Q1 2026.
  • 764 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Moran Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.