Claris Advisors’s Royal Gold RGLD Stock Holding History

Claris 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
2024 Q4	–	Sell	-3	Closed	-$421	–	905
2024 Q3	$421	Buy	+3	New	+$411	﹤0.01%	716

Other funds holding RGLD

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

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

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

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

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 Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Claris Advisors's RGLD Position: Q4 2024 in Review

Claris Advisors sold out of Royal Gold (RGLD) in Q4 2024, closing a stake of 3 shares — an estimated $421 sold.

Claris Advisors first reported a position in RGLD in Q3 2024 and held it in 1 quarter. The position peaked at $421 in Q3 2024. 517 funds tracked by Wall St. Rank hold RGLD as of Q4 2024.

Claris Advisors reported no remaining Royal Gold position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 3 Royal Gold shares in Q4 2024, an estimated $421.
Claris Advisors first reported a position in Royal Gold in Q3 2024 and held it in 1 quarter.
Claris Advisors's Royal Gold position peaked at $421 in Q3 2024.
517 funds tracked by Wall St. Rank held Royal Gold as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.