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Plante Moran Financial Advisors’s Royal Gold RGLD Stock Holding History

Plante Moran 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
2025
Q2 		– Sell
-66
Closed -$10.7K – 841
2025
Q1 		$10.7K Buy
+66
New +$9.68K ﹤0.01% 557
2022
Q1 		– Sell
-130
Closed -$14K – 964
2021
Q4 		$14K Buy
+130
New +$13.1K ﹤0.01% 629
2021
Q1 		– Sell
-4
Closed – – 1102
2020
Q4 		$0 Buy
+4
New +$462 ﹤0.01% 968

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 $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Plante Moran Financial Advisors's RGLD Position: Q2 2025 in Review

Plante Moran Financial Advisors sold out of Royal Gold (RGLD) in Q2 2025, closing a stake of 66 shares — an estimated $10.7K sold.

Plante Moran Financial Advisors first reported a position in RGLD in Q4 2020 and held it in 3 quarters. The position peaked at $14K in Q4 2021. 612 funds tracked by Wall St. Rank hold RGLD as of Q2 2025.

  • Plante Moran Financial Advisors reported no remaining Royal Gold position as of Q2 2025 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 66 Royal Gold shares in Q2 2025, an estimated $10.7K.
  • Plante Moran Financial Advisors first reported a position in Royal Gold in Q4 2020 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Royal Gold position peaked at $14K in Q4 2021.
  • 612 funds tracked by Wall St. Rank held Royal Gold as of Q2 2025.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.