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Total Wealth Planning & Management’s Gold Royalty Corp GROY Stock Holding History

Total Wealth Planning & Management’s Portfolio GROY Stock Details GROY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$30K Sell
13,576
-9,134
-40% -$16K 0.02% 208
2025
Q1 		$32.7K Sell
22,710
-2,700
-11% -$3.68K 0.03% 193
2024
Q4 		$30.7K Buy
+25,410
New +$33.9K 0.03% 197

Other funds holding GROY

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Amundi
Amundi Paris, France $367B AUM 31.23% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GCP
GSA Capital Partners London, United Kingdom $1.61B AUM 28.28% 1-Year Est. Return

Total Wealth Planning & Management's GROY Position: Q2 2025 in Review

Total Wealth Planning & Management reduced its Gold Royalty Corp (GROY) stake by 40% in Q2 2025, selling an estimated $16K and leaving 13,576 shares worth $30K. The position accounts for 0.02% of the portfolio, ranked #208.

Total Wealth Planning & Management first reported a position in GROY in Q4 2024 and has held it in 3 quarters since. The position peaked at $32.7K in Q1 2025. 85 funds tracked by Wall St. Rank hold GROY as of Q2 2025.

  • Total Wealth Planning & Management held 13,576 shares of Gold Royalty Corp worth $30K as of Q2 2025.
  • Total Wealth Planning & Management sold 9,134 Gold Royalty Corp shares in Q2 2025, an estimated $16K.
  • Gold Royalty Corp made up 0.02% of Total Wealth Planning & Management's portfolio in Q2 2025, its #208 holding.
  • Total Wealth Planning & Management first reported a position in Gold Royalty Corp in Q4 2024 and has held it in 3 quarters since.
  • Total Wealth Planning & Management's Gold Royalty Corp position peaked at $32.7K in Q1 2025.
  • 85 funds tracked by Wall St. Rank held Gold Royalty Corp as of Q2 2025.

Based on Total Wealth Planning & Management's 13F filing for Q2 2025, filed 24 Jul 2025.