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Baker Tilly Wealth Management’s Royal Gold RGLD Stock Holding History

Baker Tilly 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
Q2 		– Sell
-5,509
Closed -$671K – 385
2024
Q1 		$671K Sell
5,509
-2,008
-27% -$227K 0.12% 185
2023
Q4 		$909K Sell
7,517
-1,624
-18% -$184K 0.15% 146
2023
Q3 		$972K Sell
9,141
-524
-5% -$59.6K 0.16% 132
2023
Q2 		$1.11M Buy
9,665
+558
+6% +$71.8K 0.12% 187
2023
Q1 		$1.18M Sell
9,107
-283
-3% -$34.9K 0.13% 174
2022
Q4 		$1.06M Sell
9,390
-50
-0.5% -$5.15K 0.13% 175
2022
Q3 		$886K Sell
9,440
-1,748
-16% -$173K 0.12% 187
2022
Q2 		$1.2M Buy
11,188
+32
+0.3% +$3.96K 0.16% 142
2022
Q1 		$1.58M Sell
11,156
-405
-4% -$47.3K 0.17% 116
2021
Q4 		$1.22M Buy
11,561
+928
+9% +$93.6K 0.13% 163
2021
Q3 		$1.01M Buy
10,633
+1,473
+16% +$165K 0.13% 162
2021
Q2 		$1.04M Buy
9,160
+888
+11% +$105K 0.17% 137
2021
Q1 		$890K Buy
8,272
+615
+8% +$65.6K 0.18% 136
2020
Q4 		$814K Buy
+7,657
New +$885K 0.25% 99

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
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
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Baker Tilly Wealth Management's RGLD Position: Q2 2024 in Review

Baker Tilly Wealth Management sold out of Royal Gold (RGLD) in Q2 2024, closing a stake of 5,509 shares — an estimated $671K sold.

Baker Tilly Wealth Management first reported a position in RGLD in Q4 2020 and held it in 14 quarters. The position peaked at $1.58M in Q1 2022. 461 funds tracked by Wall St. Rank hold RGLD as of Q2 2024.

  • Baker Tilly Wealth Management reported no remaining Royal Gold position as of Q2 2024 after selling out during the quarter.
  • Baker Tilly Wealth Management sold 5,509 Royal Gold shares in Q2 2024, an estimated $671K.
  • Baker Tilly Wealth Management first reported a position in Royal Gold in Q4 2020 and held it in 14 quarters.
  • Baker Tilly Wealth Management's Royal Gold position peaked at $1.58M in Q1 2022.
  • 461 funds tracked by Wall St. Rank held Royal Gold as of Q2 2024.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2024, filed 18 Jul 2024.