Berman Capital Advisors’s Royal Gold RGLD Stock Holding History

Berman Capital Advisors’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
2021 Q3	$4K	Sell	45 -23	-34%	-$2.58K	﹤0.01%	1501
2021 Q2	$7K	Buy	68 +31	+84%	+$3.66K	﹤0.01%	1251
2021 Q1	$4K	Sell	37 -4	-10%	-$427	﹤0.01%	1359
2020 Q4	$4K	Buy	41 +14	+52%	+$1.62K	﹤0.01%	1237
2020 Q3	$3K	Hold	27	–	–	﹤0.01%	1212
2020 Q2	$3K	Sell	27 -9	-25%	-$1.09K	﹤0.01%	1173
2020 Q1	$3K	Sell	36 -27	-43%	-$2.79K	﹤0.01%	1060
2019 Q4	$7K	Sell	63 -30	-32%	-$3.55K	﹤0.01%	886
2019 Q3	$11K	Buy	93 +40	+75%	+$4.87K	﹤0.01%	690
2019 Q2	$5K	Hold	53	–	–	﹤0.01%	967
2019 Q1	$4K	Buy	53 +26	+96%	+$2.27K	﹤0.01%	934
2018 Q4	$2K	Buy	+27	New	+$2.08K	﹤0.01%	890

Other funds holding RGLD

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

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

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

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Berman Capital Advisors's RGLD Position: Q3 2021 in Review

Berman Capital Advisors reduced its Royal Gold (RGLD) stake by 34% in Q3 2021, selling an estimated $2.58K and leaving 45 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1501.

Berman Capital Advisors first reported a position in RGLD in Q4 2018 and has held it in 12 quarters since. The position peaked at $11K in Q3 2019. 370 funds tracked by Wall St. Rank hold RGLD as of Q3 2021.

Berman Capital Advisors held 45 shares of Royal Gold worth $4K as of Q3 2021.
Berman Capital Advisors sold 23 Royal Gold shares in Q3 2021, an estimated $2.58K.
Royal Gold made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1501 holding.
Berman Capital Advisors first reported a position in Royal Gold in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Royal Gold position peaked at $11K in Q3 2019.
370 funds tracked by Wall St. Rank held Royal Gold as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.