Filing Research | RGLD - Royal Gold Inc Institutional Holdings

Snapshot holdings

50 / 178 loaded

#		Instrument	quantity
1	Ninety One UK Ltd	Shares	563.7KSH	$112.5M
2	Swedbank AB	Shares	519.1KSH	$103.6M
3	BARLOW WEALTH PARTNERS, LLC	Shares	113.3KSH	$21.7M
4	McAlvany Wealth Management LLC	Shares	53.7KSH	$10.7M
5	SIGNATURE ESTATE & INVESTMENT ADVISORS LLC	Shares	50.8KSH	$10.1M
6	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	43.5KSH	$8.2M
7	Police & Firemen's Retirement System of New Jersey	Shares	38.3KSH	$7.7M
8	BAR HARBOR WEALTH MANAGEMENT	Shares	35.9KSH	$7.2M
9	Y-Intercept (Hong Kong) Ltd	Shares	27.8KSH	$5.6M
10	PKO Investment Management Joint-Stock Co	Shares	27.1KSH	$5.4M
11	Louisiana State Employees Retirement System	Shares	23.8KSH	$4.8M
12	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	22.6KSH	$4.5M
13	BCS Wealth Management	Shares	20.7KSH	$4.1M
14	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	19.5KSH	$3.9M
15	NATIONS FINANCIAL GROUP INC, /IA/ /ADV	Shares	18.3KSH	$3.7M
16	Plancorp, LLC	Shares	13.3KSH	$2.6M
17	Crewe Advisors LLC	Shares	12.5KSH	$2.5M
18	Uncommon Cents Investing LLC	Shares	11.8KSH	$2.4M
19	Aaron Wealth Advisors LLC	Shares	11.4KSH	$2.3M
20	CENTRAL VALLEY ADVISORS, LLC	Shares	10.4KSH	$2.1M
21	BDF-GESTION	Shares	13.3KSH	$1.8M
22	Crossmark Global Holdings, Inc.	Shares	9.2KSH	$1.8M
23	PFG Investments, LLC	Shares	8.8KSH	$1.8M
24	Merit Financial Group, LLC	Shares	8.7KSH	$1.7M
25	Ellsworth Advisors, LLC	Shares	8.8KSH	$1.7M
26	Vest Financial, LLC	Shares	8.4KSH	$1.7M
27	BankChampaign, National Association	Shares	8.4KSH	$1.7M
28	Town & Country Bank & Trust CO dba First Bankers Trust CO	Shares	8.3KSH	$1.7M
29	IFP Advisors, Inc	Shares	7.6KSH	$1.5M
30	HATCH COVE CAPITAL, LLC	Shares	7.6KSH	$1.5M
31	Leisure Capital Management	Shares	7.4KSH	$1.5M
32	CONFLUENCE INVESTMENT MANAGEMENT LLC	Shares	6.2KSH	$1.2M
33	SECURIAN ASSET MANAGEMENT, INC	Shares	6.0KSH	$1.1M
34	PVG ASSET MANAGEMENT CORP	Shares	5.0KSH	$997.7K
35	COOPER INVESTORS PTY LTD	Shares	4.7KSH	$928.2K
36	QRG CAPITAL MANAGEMENT, INC.	Shares	4.6KSH	$912.2K
37	GAMMA Investing LLC	Shares	4.4KSH	$881.1K
38	MARATHON CAPITAL MANAGEMENT	Shares	4.1KSH	$814.4K
39	LBP AM SA	Shares	3.9KSH	$773.5K
40	Sequoia Financial Advisors, LLC	Shares	3.9KSH	$770.7K
41	CARY STREET PARTNERS FINANCIAL LLC	Shares	3.7KSH	$739.8K
42	Dynamic Advisor Solutions LLC	Shares	3.1KSH	$624.0K
43	EVERGREEN CAPITAL MANAGEMENT LLC	Shares	3.1KSH	$619.2K
44	Hennion & Walsh Asset Management, Inc.	Shares	3.1KSH	$616.0K
45	RMR Wealth Builders	Shares	3.0KSH	$603.6K
46	Everhart Financial Group, Inc.	Shares	3.0KSH	$597.4K
47	Formidable Asset Management, LLC	Shares	2.9KSH	$584.9K
48	Avidian Wealth Enterprises, LLC	Shares	2.9KSH	$571.9K
49	SBI Securities Co., Ltd.	Shares	2.7KSH	$542.3K
50	Fifth Third Wealth Advisors LLC	Shares	2.7KSH	$539.3K

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Manager changes2026-06-30 vs 2026-03-31

50 / 206 loaded

#		Instrument
1	COOPER INVESTORS PTY LTD new	Shares	+4.7K	+$928.2K	$928.2K
2	Y-Intercept (Hong Kong) Ltd added	Shares	+9.1K	+$782.7K	$5.6M
3	MEITAV INVESTMENT HOUSE LTD new	Shares	+2.5K	+$506.4K	$506.4K
4	Oak Thistle LLC new	Shares	+1.8K	+$364.1K	$364.1K
5	Castleview Partners, LLC new	Shares	+1.8K	+$359.3K	$359.3K
6	Revisor Wealth Management LLC new	Shares	+1.3K	+$257.6K	$257.6K
7	J.W. COLE ADVISORS, INC. new	Shares	+1.2K	+$237.5K	$237.5K
8	Creative Capital Management Investments LLC new	Shares	+1.1K	+$214.2K	$214.2K
9	Diversified Trust Co added	Shares	+1.1K	+$148.1K	$504.6K
10	Brookstone Capital Management added	Shares	+567	+$49.0K	$346.6K
11	Fortitude Family Office, LLC added	Shares	+121	+$19.2K	$42.3K
12	Wedmont Private Capital added	Shares	+550	+$17.2K	$359.6K
13	Grove Bank & Trust added	Shares	+62	+$8.5K	$26.3K
14	EASTERN BANK new	Shares	+18	+$3.6K	$3.6K
15	LifeSteps Financial, Inc. new	Shares	+17	+$3.4K	$3.4K
16	ELEVATION WEALTH PARTNERS, LLC added	Shares	+38	+$3.0K	$24.2K
17	Vermillion Wealth Management, Inc. added	Shares	+15	+$2.7K	$4.0K
18	Cromwell Holdings LLC added	Shares	+11	+$1.4K	$5.0K
19	Crews Bank & Trust new	Shares	+6	+$1.2K	$1.2K
20	LRI Investments, LLC new	Shares	+3	+$599	$599
21	MJT & Associates Financial Advisory Group, Inc. added	Shares	+6	+$430	$4.0K
22	Activest Wealth Management new	Shares	+1	+$200	$200
23	CX Institutional added	Shares	+13	+$2	$5
24	Capital Advisors, Ltd. LLC added	Shares	+4	$0	$2
25	PARK AVENUE SECURITIES LLC added	Shares	+260	-$4	$259
26	Davis Capital Management unchanged	Shares	0	-$54	$200
27	Quaker Wealth Management, LLC unchanged	Shares	0	-$55	$200
28	TFC Financial Management, Inc. unchanged	Shares	0	-$55	$200
29	FNY Investment Advisers, LLC exited	Shares	-250	-$63	$0
30	HARVEY INVESTMENT CO LLC unchanged	Shares	0	-$72	$259
31	Fruth Investment Management exited	Shares	-800	-$203	$0
32	CIGNA INVESTMENTS INC /NEW exited	Shares	-812	-$207	$0
33	SOA Wealth Advisors, LLC. unchanged	Shares	0	-$274	$998
34	1015 Capital Partners, LLC trimmed	Shares	-1	-$309	$200
35	Financial Management Professionals, Inc. trimmed	Shares	-1	-$309	$200
36	Nvest Wealth Strategies, Inc. unchanged	Shares	0	-$329	$1.2K
37	Reyes Financial Architecture, Inc. unchanged	Shares	0	-$329	$1.2K
38	A. D. Beadell Investment Counsel, Inc. trimmed	Shares	-136	-$426	$1.4K
39	Portus Wealth Advisors, LLC exited	Shares	-2	-$509	$0
40	TopTier Wealth Management, LLC exited	Shares	-2	-$509	$0
41	HIGHLINE WEALTH PARTNERS LLC unchanged	Shares	0	-$549	$2.0K
42	State of Alaska, Department of Revenue trimmed	Shares	-117	-$616	$2.1K
43	DiNuzzo Private Wealth, Inc. unchanged	Shares	0	-$658	$2.4K
44	Hughes Financial Services, LLC trimmed	Shares	-1	-$749	$1.8K
45	Retirement Wealth Solutions LLC unchanged	Shares	0	-$823	$3.0K
46	Tradewinds Capital Management, LLC unchanged	Shares	0	-$1.1K	$4.0K
47	Cedar Mountain Advisors, LLC unchanged	Shares	0	-$1.2K	$4.2K
48	SJS Investment Consulting Inc. trimmed	Shares	-2	-$1.3K	$2.8K
49	Oakworth Capital, Inc. unchanged	Shares	0	-$1.4K	$5.0K
50	Handelsbanken Fonder AB unchanged	Shares	0	-$1.5K	$5.3K

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