Morling Financial Advisors’s Royal Gold RGLD Stock Holding History

Morling Financial Advisors’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	–	Sell	-825	Closed	-$210K	–	127
2026 Q1	$210K	Sell	825 -1,650	-67%	-$438K	0.06%	72
2025 Q4	$550K	Buy	+2,475	New	+$491K	0.17%	42

Other funds holding RGLD

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Morling Financial Advisors's RGLD Position: Q2 2026 in Review

Morling Financial Advisors sold out of Royal Gold (RGLD) in Q2 2026, closing a stake of 825 shares — an estimated $210K sold.

Morling Financial Advisors first reported a position in RGLD in Q4 2025 and held it in 2 quarters. The position peaked at $550K in Q4 2025. 763 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

Morling Financial Advisors reported no remaining Royal Gold position as of Q2 2026 after selling out during the quarter.
Morling Financial Advisors sold 825 Royal Gold shares in Q2 2026, an estimated $210K.
Morling Financial Advisors first reported a position in Royal Gold in Q4 2025 and held it in 2 quarters.
Morling Financial Advisors's Royal Gold position peaked at $550K in Q4 2025.
763 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Morling Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.