AWM
RGLD icon

Avior Wealth Management’s Royal Gold RGLD Stock Holding History

Avior 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
2025
Q1 		– Sell
-266
Closed -$35.1K – 1967
2024
Q4 		$35.1K Buy
266
+8
+3% +$1.16K ﹤0.01% 1261
2024
Q3 		$36.2K Buy
258
+1
+0.4% +$137 ﹤0.01% 1238
2024
Q2 		$32.2K Hold
257
– – ﹤0.01% 1237
2024
Q1 		$31.3K Buy
257
+157
+157% +$17.7K ﹤0.01% 1419
2023
Q4 		$12.1K Hold
100
– – ﹤0.01% 960
2023
Q3 		$10.6K Hold
100
– – ﹤0.01% 1033
2023
Q2 		$11.5K Hold
100
– – ﹤0.01% 1005
2023
Q1 		$13K Hold
100
– – ﹤0.01% 1010
2022
Q4 		$11.3K Buy
+100
New +$10.3K ﹤0.01% 836
2019
Q1 		– Sell
-2,249
Closed -$192K – 699
2018
Q4 		$192K Hold
2,249
– – 0.05% 322
2018
Q3 		$173K Buy
2,249
+376
+20% +$30.9K 0.04% 376
2018
Q2 		$174K Sell
1,873
-22
-1% -$1.97K 0.04% 357
2018
Q1 		$163K Sell
1,895
-129
-6% -$10.9K 0.04% 360
2017
Q4 		$166K Buy
+2,024
New +$173K 0.04% 377

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
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
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return