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 Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $60.8B AUM 26.63% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.41B AUM 26.32% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Avior Wealth Management's RGLD Position: Q1 2025 in Review

Avior Wealth Management sold out of Royal Gold (RGLD) in Q1 2025, closing a stake of 266 shares — an estimated $35.1K sold.

Avior Wealth Management first reported a position in RGLD in Q4 2017 and held it in 14 quarters. The position peaked at $192K in Q4 2018. 563 funds tracked by Wall St. Rank hold RGLD as of Q1 2025.

Avior Wealth Management reported no remaining Royal Gold position as of Q1 2025 after selling out during the quarter.
Avior Wealth Management sold 266 Royal Gold shares in Q1 2025, an estimated $35.1K.
Avior Wealth Management first reported a position in Royal Gold in Q4 2017 and held it in 14 quarters.
Avior Wealth Management's Royal Gold position peaked at $192K in Q4 2018.
563 funds tracked by Wall St. Rank held Royal Gold as of Q1 2025.

Based on Avior Wealth Management's 13F filing for Q1 2025, filed 21 Apr 2025.