9WM
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9258 Wealth Management’s Royal Gold RGLD Stock Holding History

9258 Wealth Management’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
2021
Q2 		– Sell
-2,140
Closed -$230K – 358
2021
Q1 		$230K Hold
2,140
– – 0.07% 288
2020
Q4 		$228K Buy
2,140
+150
+8% +$17.3K 0.07% 269
2020
Q3 		$236K Sell
1,990
-550
-22% -$72.2K 0.09% 244
2020
Q2 		$316K Hold
2,540
– – 0.13% 192
2020
Q1 		$321K Sell
2,540
-80
-3% -$8.26K 0.14% 178
2019
Q4 		$320K Buy
+2,620
New +$310K 0.12% 205

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

9258 Wealth Management's RGLD Position: Q2 2021 in Review

9258 Wealth Management sold out of Royal Gold (RGLD) in Q2 2021, closing a stake of 2,140 shares — an estimated $230K sold.

9258 Wealth Management first reported a position in RGLD in Q4 2019 and held it in 6 quarters. The position peaked at $321K in Q1 2020. 367 funds tracked by Wall St. Rank hold RGLD as of Q2 2021.

  • 9258 Wealth Management reported no remaining Royal Gold position as of Q2 2021 after selling out during the quarter.
  • 9258 Wealth Management sold 2,140 Royal Gold shares in Q2 2021, an estimated $230K.
  • 9258 Wealth Management first reported a position in Royal Gold in Q4 2019 and held it in 6 quarters.
  • 9258 Wealth Management's Royal Gold position peaked at $321K in Q1 2020.
  • 367 funds tracked by Wall St. Rank held Royal Gold as of Q2 2021.

Based on 9258 Wealth Management's 13F filing for Q2 2021, filed 13 Aug 2021.