MWM
RGLD icon

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
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

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return