BerganKDV Wealth Management’s Royal Gold RGLD Stock Holding History

BerganKDV 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
2022 Q3	–	Sell	-7	Closed	-$1K	–	1052
2022 Q2	$1K	Hold	7	–	–	﹤0.01%	925
2022 Q1	$1K	Sell	7 -46	-87%	-$5.38K	﹤0.01%	951
2021 Q4	$6K	Buy	53 +46	+657%	+$4.64K	﹤0.01%	761
2021 Q3	$1K	Hold	7	–	–	﹤0.01%	993
2021 Q2	$1K	Hold	7	–	–	﹤0.01%	941
2021 Q1	$1K	Hold	7	–	–	﹤0.01%	886
2020 Q4	$1K	Buy	+7	New	+$809	﹤0.01%	891
2020 Q2	–	Sell	-201	Closed	-$18K	–	1067
2020 Q1	$18K	Buy	201 +1	+0.5%	+$103	﹤0.01%	433
2019 Q4	$25K	Hold	200	–	–	﹤0.01%	418
2019 Q3	$25K	Buy	+200	New	+$24.4K	﹤0.01%	404

Other funds holding RGLD

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BerganKDV Wealth Management's RGLD Position: Q3 2022 in Review

BerganKDV Wealth Management sold out of Royal Gold (RGLD) in Q3 2022, closing a stake of 7 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in RGLD in Q3 2019 and held it in 10 quarters. The position peaked at $25K in Q4 2019. 391 funds tracked by Wall St. Rank hold RGLD as of Q3 2022.

BerganKDV Wealth Management reported no remaining Royal Gold position as of Q3 2022 after selling out during the quarter.
BerganKDV Wealth Management sold 7 Royal Gold shares in Q3 2022, an estimated $1K.
BerganKDV Wealth Management first reported a position in Royal Gold in Q3 2019 and held it in 10 quarters.
BerganKDV Wealth Management's Royal Gold position peaked at $25K in Q4 2019.
391 funds tracked by Wall St. Rank held Royal Gold as of Q3 2022.

Based on BerganKDV Wealth Management's 13F filing for Q3 2022, filed 24 Oct 2022.