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Axxcess Wealth Management’s Royal Gold RGLD Stock Holding History

Axxcess 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
2024
Q4 		– Sell
-2,380
Closed -$334K – 918
2024
Q3 		$334K Sell
2,380
-7
-0.3% -$958 0.01% 661
2024
Q2 		$299K Buy
2,387
+364
+18% +$45.4K 0.01% 651
2024
Q1 		$246K Buy
2,023
+9
+0.4% +$1.02K 0.01% 743
2023
Q4 		$244K Buy
+2,014
New +$228K 0.01% 721

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
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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Axxcess Wealth Management's RGLD Position: Q4 2024 in Review

Axxcess Wealth Management sold out of Royal Gold (RGLD) in Q4 2024, closing a stake of 2,380 shares — an estimated $334K sold.

Axxcess Wealth Management first reported a position in RGLD in Q4 2023 and held it in 4 quarters. The position peaked at $334K in Q3 2024. 517 funds tracked by Wall St. Rank hold RGLD as of Q4 2024.

  • Axxcess Wealth Management reported no remaining Royal Gold position as of Q4 2024 after selling out during the quarter.
  • Axxcess Wealth Management sold 2,380 Royal Gold shares in Q4 2024, an estimated $334K.
  • Axxcess Wealth Management first reported a position in Royal Gold in Q4 2023 and held it in 4 quarters.
  • Axxcess Wealth Management's Royal Gold position peaked at $334K in Q3 2024.
  • 517 funds tracked by Wall St. Rank held Royal Gold as of Q4 2024.

Based on Axxcess Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.