Benchmark Investment Advisors’s Royal Gold RGLD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q1
Sell
-3,200
Closed -$361K 95
2022
Q4
$361K Hold
3,200
0.38% 69
2022
Q3
$300K Hold
3,200
0.32% 77
2022
Q2
$342K Buy
3,200
+400
+14% +$49.5K 0.36% 76
2022
Q1
$396K Sell
2,800
-3,400
-55% -$397K 0.3% 86
2021
Q4
$652K Buy
+6,200
New +$625K 0.54% 53

Other funds holding RGLD

Benchmark Investment Advisors's RGLD Position: Q1 2023 in Review

Benchmark Investment Advisors sold out of Royal Gold (RGLD) in Q1 2023, closing a stake of 3,200 shares — an estimated $361K sold.

Benchmark Investment Advisors first reported a position in RGLD in Q4 2021 and held it in 5 quarters. The position peaked at $652K in Q4 2021. 411 funds tracked by Wall St. Rank hold RGLD as of Q1 2023.

  • Benchmark Investment Advisors reported no remaining Royal Gold position as of Q1 2023 after selling out during the quarter.
  • Benchmark Investment Advisors sold 3,200 Royal Gold shares in Q1 2023, an estimated $361K.
  • Benchmark Investment Advisors first reported a position in Royal Gold in Q4 2021 and held it in 5 quarters.
  • Benchmark Investment Advisors's Royal Gold position peaked at $652K in Q4 2021.
  • 411 funds tracked by Wall St. Rank held Royal Gold as of Q1 2023.

Based on Benchmark Investment Advisors's 13F filing for Q1 2023, filed 15 May 2023.