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Alliance Wealth Advisors (Utah)’s Royal Gold RGLD Stock Holding History

Alliance Wealth Advisors (Utah)’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
2024
Q1 		– Sell
-1,878
Closed -$227K – 244
2023
Q4 		$227K Sell
1,878
-56
-3% -$6.33K 0.08% 222
2023
Q3 		$206K Buy
1,934
+172
+10% +$19.6K 0.08% 213
2023
Q2 		$202K Buy
1,762
+66
+4% +$8.49K 0.08% 216
2023
Q1 		$220K Buy
+1,696
New +$209K 0.09% 213

Other funds holding RGLD

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
KGI
Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Alliance Wealth Advisors (Utah)'s RGLD Position: Q1 2024 in Review

Alliance Wealth Advisors (Utah) sold out of Royal Gold (RGLD) in Q1 2024, closing a stake of 1,878 shares — an estimated $227K sold.

Alliance Wealth Advisors (Utah) first reported a position in RGLD in Q1 2023 and held it in 4 quarters. The position peaked at $227K in Q4 2023. 447 funds tracked by Wall St. Rank hold RGLD as of Q1 2024.

  • Alliance Wealth Advisors (Utah) reported no remaining Royal Gold position as of Q1 2024 after selling out during the quarter.
  • Alliance Wealth Advisors (Utah) sold 1,878 Royal Gold shares in Q1 2024, an estimated $227K.
  • Alliance Wealth Advisors (Utah) first reported a position in Royal Gold in Q1 2023 and held it in 4 quarters.
  • Alliance Wealth Advisors (Utah)'s Royal Gold position peaked at $227K in Q4 2023.
  • 447 funds tracked by Wall St. Rank held Royal Gold as of Q1 2024.

Based on Alliance Wealth Advisors (Utah)'s 13F filing for Q1 2024, filed 13 May 2024.