Position in RGLD
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$209,954
-$340,213 QoQ
Shares Held
825
-66.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.56%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2025
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in RGLD Over Time
Shares Held
Position Value (USD)
Position in Gold
Basic Materials · as of Jun 30, 2026Morling Financial Advisors, LLC holds $162,690 across 1 Gold name.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BTG |
B2gold Corp
|
43,500 | $162,690 |
All Filings in RGLD
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $209,954 | 825 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $550,167 | 2,475 | Shares | Sole | 2026-02-06 | |
| No filing history on record for this holder in this stock. | ||||||