AE Wealth Management’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $587K | Buy |
3,298
+98
| +3% | +$17.4K | ﹤0.01% | 872 |
|
|
2025
Q1 | $523K | Sell |
3,200
-81
| -2% | -$13.2K | ﹤0.01% | 908 |
|
|
2024
Q4 | $433K | Buy |
3,281
+1,595
| +95% | +$210K | ﹤0.01% | 951 |
|
|
2024
Q3 | $237K | Sell |
1,686
-952
| -36% | -$134K | ﹤0.01% | 1114 |
|
|
2024
Q2 | $330K | Buy |
+2,638
| New | +$330K | ﹤0.01% | 996 |
|
|
2024
Q1 | – | Sell |
-2,343
| Closed | -$270K | – | 1795 |
|
|
2023
Q4 | $270K | Buy |
+2,343
| New | +$270K | ﹤0.01% | 1765 |
|
|
2023
Q3 | – | Sell |
-2,058
| Closed | -$236K | – | 2046 |
|
|
2023
Q2 | $236K | Buy |
2,058
+469
| +30% | +$53.8K | ﹤0.01% | 1683 |
|
|
2023
Q1 | $206K | Buy |
+1,589
| New | +$206K | ﹤0.01% | 1727 |
|
|
2022
Q2 | – | Sell |
-1,634
| Closed | -$231K | – | 1809 |
|
|
2022
Q1 | $231K | Buy |
+1,634
| New | +$231K | ﹤0.01% | 1529 |
|
|
2020
Q4 | – | Sell |
-2,483
| Closed | -$298K | – | 1394 |
|
|
2020
Q3 | $298K | Sell |
2,483
-280
| -10% | -$33.6K | ﹤0.01% | 1039 |
|
|
2020
Q2 | $344K | Buy |
+2,763
| New | +$344K | 0.01% | 978 |
|