Caldwell Trust’s Royal Gold RGLD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $50.9K | Hold |
200
| – | – | ﹤0.01% | 488 |
|
|
2025
Q4 | $44.5K | Hold |
200
| – | – | ﹤0.01% | 495 |
|
|
2025
Q3 | $40.1K | Hold |
200
| – | – | ﹤0.01% | 503 |
|
|
2025
Q2 | $35.6K | Hold |
200
| – | – | ﹤0.01% | 500 |
|
|
2025
Q1 | $32.7K | Sell |
200
-200
| -50% | -$29.3K | ﹤0.01% | 502 |
|
|
2024
Q4 | $52.7K | Hold |
400
| – | – | 0.01% | 456 |
|
|
2024
Q3 | $56.1K | Hold |
400
| – | – | 0.01% | 450 |
|
|
2024
Q2 | $50.1K | Hold |
400
| – | – | 0.01% | 453 |
|
|
2024
Q1 | $48.7K | Hold |
400
| – | – | 0.01% | 456 |
|
|
2023
Q4 | $48.4K | Hold |
400
| – | – | 0.01% | 452 |
|
|
2023
Q3 | $42.5K | Hold |
400
| – | – | 0.01% | 462 |
|
|
2023
Q2 | $45.9K | Hold |
400
| – | – | 0.01% | 464 |
|
|
2023
Q1 | $51.9K | Hold |
400
| – | – | 0.01% | 434 |
|
|
2022
Q4 | $45.1K | Hold |
400
| – | – | 0.01% | 436 |
|
|
2022
Q3 | $37.5K | Hold |
400
| – | – | 0.01% | 471 |
|
|
2022
Q2 | $42.7K | Hold |
400
| – | – | 0.01% | 464 |
|
|
2022
Q1 | $56.5K | Hold |
400
| – | – | 0.01% | 446 |
|
|
2021
Q4 | $42.1K | Hold |
400
| – | – | ﹤0.01% | 487 |
|
|
2021
Q3 | $38.2K | Hold |
400
| – | – | ﹤0.01% | 480 |
|
|
2021
Q2 | $45.6K | Hold |
400
| – | – | 0.01% | 464 |
|
|
2021
Q1 | $43K | Hold |
400
| – | – | 0.01% | 452 |
|
|
2020
Q4 | $42.5K | Hold |
400
| – | – | 0.01% | 437 |
|
|
2020
Q3 | $48.1K | Hold |
400
| – | – | 0.01% | 417 |
|
|
2020
Q2 | $49.7K | Hold |
400
| – | – | 0.01% | 411 |
|
|
2020
Q1 | $35.1K | Buy |
400
+200
| +100% | +$20.6K | 0.01% | 459 |
|
|
2019
Q4 | $24.4K | Buy |
+200
| New | +$23.7K | ﹤0.01% | 562 |
|
Other funds holding RGLD
VPM
VCM
