Position in RGLD
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$13,972
-$3,842 QoQ
Shares Held
70
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#656
of 759 holders
Holding Since
Jun 2022
4 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, 2026Morton Brown Family Wealth, LLC holds $55,769 across 3 Gold names. RGLD ranks #2 (25.1% of the industry book) .
All Filings in RGLD
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $13,972 | 70 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $17,814 | 70 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $15,560 | 70 | Shares | Sole | 2026-01-28 | |
| 2022-06-30 | $1,388 | 13 | Shares | Sole | 2022-07-21 | |
| No filing history on record for this holder in this stock. | ||||||