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Morton Brown Family Wealth’s Royal Gold RGLD Stock Holding History

Morton Brown Family Wealth’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 		$14K Hold
70
– – ﹤0.01% 185
2026
Q1 		$17.8K Hold
70
– – ﹤0.01% 162
2025
Q4 		$15.6K Buy
+70
New +$13.9K ﹤0.01% 167
2022
Q3 		– Sell
-13
Closed -$1K – 312
2022
Q2 		$1K Buy
+13
New +$1.61K ﹤0.01% 246

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 $3.38T AUM 44.17% 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

Morton Brown Family Wealth's RGLD Position: Q2 2026 in Review

Morton Brown Family Wealth held its Royal Gold (RGLD) position steady in Q2 2026 at 70 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #185.

Morton Brown Family Wealth first reported a position in RGLD in Q2 2022 and has held it in 4 quarters since. The position peaked at $17.8K in Q1 2026. 766 funds tracked by Wall St. Rank hold RGLD as of Q2 2026.

  • Morton Brown Family Wealth held 70 shares of Royal Gold worth $14K as of Q2 2026.
  • Morton Brown Family Wealth left its Royal Gold share count unchanged in Q2 2026.
  • Royal Gold made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #185 holding.
  • Morton Brown Family Wealth first reported a position in Royal Gold in Q2 2022 and has held it in 4 quarters since.
  • Morton Brown Family Wealth's Royal Gold position peaked at $17.8K in Q1 2026.
  • 766 funds tracked by Wall St. Rank held Royal Gold as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.