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Artemis Wealth Advisors’s Royal Gold RGLD Stock Holding History

Artemis Wealth Advisors’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
2023
Q4 		– Sell
-337
Closed -$35.8K – 61
2023
Q3 		$35.8K Buy
+337
New +$38.3K 0.01% 51
2022
Q2 		– Sell
-388
Closed -$54.9K – 138
2022
Q1 		$54.9K Buy
388
+7
+2% +$818 0.01% 32
2021
Q4 		$40.1K Buy
381
+54
+17% +$5.45K 0.01% 53
2021
Q3 		$31.2K Buy
+327
New +$36.6K ﹤0.01% 65

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
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
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Artemis Wealth Advisors's RGLD Position: Q4 2023 in Review

Artemis Wealth Advisors sold out of Royal Gold (RGLD) in Q4 2023, closing a stake of 337 shares — an estimated $35.8K sold.

Artemis Wealth Advisors first reported a position in RGLD in Q3 2021 and held it in 4 quarters. The position peaked at $54.9K in Q1 2022. 435 funds tracked by Wall St. Rank hold RGLD as of Q4 2023.

  • Artemis Wealth Advisors reported no remaining Royal Gold position as of Q4 2023 after selling out during the quarter.
  • Artemis Wealth Advisors sold 337 Royal Gold shares in Q4 2023, an estimated $35.8K.
  • Artemis Wealth Advisors first reported a position in Royal Gold in Q3 2021 and held it in 4 quarters.
  • Artemis Wealth Advisors's Royal Gold position peaked at $54.9K in Q1 2022.
  • 435 funds tracked by Wall St. Rank held Royal Gold as of Q4 2023.

Based on Artemis Wealth Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.